Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Scott Dale is a financial advisor with over 20 years of experience in the industry. Jonathan is registered with Foreside Fund Services, LLC and has passed the Series 7, Series 63, Series 65 and SIE exams. Jonathan has held previous positions with SEI Investments Distribution Co. and holds registrations in 21 states.
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.
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.
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TX
12/02/2015 - Present
Foreside Fund Services, LLC (DALLAS TX)
PA
07/21/2000 - 08/26/2015
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 01/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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