Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hubert? Claim Your ProfileHubert Edwin Dale is a financial advisor with over 30 years of experience in the financial services industry. Hubert is currently registered with Osaic Wealth, Inc. and is based in Baton Rouge, Louisiana. Hubert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Hubert is also an active member of his community, and he is committed to helping his clients 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.
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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2
LA
11/02/2018 - Present
Osaic Wealth, Inc. (BATON ROUGE LA)
LA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BATON ROUGE LA)
LA
09/03/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BATON ROUGE LA)
FL
01/11/1993 - 09/03/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MA
09/12/1991 - 12/22/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/12/1991 - 12/22/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
08/13/1985 - 12/11/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/02/1984 - 12/11/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
07/02/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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