Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.? Claim Your ProfileR. Dale Preator is an investment advisor representative with Ameriprise Financial Services, LLC. R. Dale Preator has been in the industry since February 17, 1987. R. Dale Preator is licensed in 8 states and holds Series 63, Series 65, Series 7 and SIE licenses. Ameriprise Financial Services, LLC has been in business since 1907 and has $479,793,782,427 in assets under management. The firm specializes in investment management for individuals, pension consulting, and asset allocation services. Ameriprise Financial Services, LLC also provides financial planning services to individuals and businesses.
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.
Asset allocation services
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
CA
10/16/2014 - Present
Ameriprise Financial Services, LLC (LOS ANGELES CA)
CA
06/20/2011 - 10/03/2014
LPL FINANCIAL LLC (ONTARIO CA)
CA
02/05/2011 - 07/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ONTARIO CA)
CA
01/27/2004 - 02/24/2009
FIDELITY BROKERAGE SERVICES LLC (EL SEGUNDO CA)
MA
12/19/2000 - 10/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2000 - 10/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
09/25/1984 - 10/12/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1984 - 10/12/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/25/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
09/25/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 02/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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