Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dalke is a registered representative with Charles Schwab & Co., Inc. and has been in the industry since 2000. Kevin is a licensed representative in 53 states and the District of Columbia. Kevin has been a licensed representative in Nebraska since 2022. Prior to joining Charles Schwab & Co., Inc. Kevin was a representative for TD Ameritrade, Inc., Thinkorswim, Inc. and Ameritrade, Inc. Kevin has worked in the financial services industry for over 23 years.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IA
10/05/2022 - Present
Charles Schwab & CO., Inc. (Lewis IA)
NE
04/22/2006 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
12/22/2017 - 04/20/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
IL
08/21/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
NE
02/19/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
OR
02/13/2002 - 07/11/2003
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
WI
10/03/2000 - 02/20/2002
SII INVESTMENTS, INC. (APPLETON WI)
MO
08/26/1999 - 09/23/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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