Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayle? Claim Your ProfileDayle Scheinman is a registered representative with LPL Financial LLC. Dayle has been in the industry since 2004 and holds a Series 7, Series 66, and SIE license. Dayle has worked for a number of firms during their career, including INVESTACORP, INC., AXA ADVISORS, LLC, and FIDELITY BROKERAGE SERVICES LLC. Dayle's current employer is LPL Financial LLC, which is a large firm with over $50 billion in assets under management. Dayle specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/29/2012 - Present
LPL Financial LLC (FRISCO TX)
TX
12/15/2009 - 06/29/2012
INVESTACORP, INC. (FORT WORTH TX)
TX
04/03/2009 - 12/21/2009
AXA ADVISORS, LLC (FORT WORTH TX)
TX
01/01/2008 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/07/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
11/23/2004 - 07/07/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NY
11/12/2003 - 09/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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