Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Register is a financial advisor with over 16 years of experience in the financial services industry. Currently Dallas is registered with Osaic Wealth, Inc. Dallas's career has included previous positions with several financial institutions. Dallas is a Series 7, Series 6, Series 55, Series 57TO, and SIE licensed representative. Dallas's areas of expertise include financial planning, pension consulting, and portfolio management. Dallas's goal is to provide clients with personalized financial advice and strategies to help them reach 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.
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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AZ
11/17/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
11/17/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/17/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/17/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/17/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/17/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
06/02/2015 - 08/02/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/23/2015 - 05/28/2015
NYLIFE SECURITIES LLC (TAMPA FL)
FL
07/21/2009 - 07/07/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
01/12/2007 - 06/30/2009
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/26/2006 - 01/08/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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