Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Winters Rice is a financial professional with over 25 years of experience in the financial services industry. Dale is currently registered with Intentional in Fort Mill, SC and is a Certified Financial Planner. Dale has previously worked with a number of other firms, including Commonwealth Financial Network, LPL Financial LLC, and UVEST Financial Services Group, Inc. Dale provides financial planning and investment management services to individuals, families, and small businesses. Dale is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
04/05/2022 - Present
Intentional (FORT MILL SC)
MD
05/02/2012 - 04/05/2022
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
MD
10/03/2007 - 05/03/2012
LPL FINANCIAL LLC (ROCKVILLE MD)
MD
12/23/1999 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (ROCKVILLE MD)
CA
09/12/2007 - 10/02/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
MD
05/22/1998 - 12/17/1999
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NC
10/23/1997 - 02/19/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MD
04/15/1997 - 10/08/1997
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
NY
09/15/1995 - 12/06/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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