Unclaimed
Dylan Hale is a financial advisor with Prospera Financial Services, Inc. Dylan is registered to provide investment advice in Alaska, Arkansas, California, Colorado, Louisiana, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Washington, and Wyoming. Dylan Hale has been in the industry since July 29, 2012. Dylan holds the Series 7, Series 66, Series 9, and Series 24 securities licenses. Dylan is a registered representative of Prospera Financial Services, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
06/05/2020 - Present
Prospera Financial Services, Inc. (Odessa TX)
TX
07/30/2012 - 06/08/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ODESSA TX)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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