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 an investment advisor representative with Cetera Investment Advisers LLC. Dale has been in the financial services industry since 1977. Dale has a wealth of experience, having worked with multiple firms throughout their career. Dale is registered to provide investment advice in Oklahoma, Texas and Virginia. They have a variety of licenses, including the Series 1, Series 6, Series 63, and Series 65.
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.
1
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 06/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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