Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Wayne Young is a financial advisor with Cetera Investment Advisers LLC. Dale is a licensed Registered Representative and Investment Advisor Representative. He is also a licensed insurance agent, and has experience in fixed insurance, securities marketing, and financial consulting. Dale has been in the financial services industry since 1977. Dale is a Board Member of the Texas Business Leadership Council and North Texas Commission.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
12/24/1992 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DALLAS TX)
MA
01/16/1990 - 12/07/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
10/02/1978 - 06/30/1989
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
06/21/1977 - 12/16/1978
MONY SALES, INC.
NA
06/21/1977 - 12/16/1978
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 6/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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