Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Ann Dale is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Buffalo, New York. Lacey has over 15 years of experience in the financial services industry, and is registered with both FINRA and the state of New York. Lacey holds the Series 7, Series 66, and SIE licenses. Lacey specializes in providing financial advisory services to individuals, corporations, and high-net-worth clients. She offers a wide range of services, including financial planning, portfolio management, and retirement planning. Lacey is committed to providing her clients with personalized advice and guidance to help them 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
11/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Buffalo NY)
NY
09/30/2020 - 05/07/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Orchard Park NY)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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