Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas J Traser is a financial advisor affiliated with Savant Wealth Management. Dallas specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Dallas is registered as an Investment Advisor Representative in Illinois. Dallas has been in the industry since 2016. Dallas has earned the Certified Financial Planner designation. Dallas is a highly experienced financial advisor with a proven track record of success.
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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IL
01/27/2023 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 01/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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