ADVISOR BIO

Dale Douglas Schroeder is an investment advisor representative with New Edge Wealth and has been in the industry since 2006. Dale has a Series 65, Series 66 and Series 7, Series 31 and SIE licenses. Dale is registered with the state of California, Texas, Connecticut, District of Columbia, Idaho, Vermont, and Virginia. Dale has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Dale provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Dale Kenneth Edwards is a financial advisor who is currently registered with MML Investors Services, LLC. Dale has been in the industry since 2001, and has held previous positions with ING Financial Partners, Inc., Locust Street Securities, Inc., and Ogilvie Security Advisors Corporation. Dale has a Series 6, Series 63, Series 6TO, and SIE license. Dale specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Dale Bethel is a registered Investment Advisor Representative with LPL Financial LLC and has been in the industry for over 20 years. Dale also owns and operates Bethel Law Corporation, a law firm in Redlands, California. Dale's previous experience includes roles at H.D. Vest Investment Services, LINSCO/Private Ledger Corp., and Multi-Financial Securities Corporation. Dale holds a Series 6 and Series 63 license.

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ADVISOR BIO

Dale Edward Yahnke is a financial advisor who has been in the industry since 1983. Dale is a registered investment advisor representative with Corient. Dale is also a Certified Financial Planner and a Chartered Financial Analyst. Dale has experience providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Dale Cors is a financial advisor registered with Cors Financial Planning in San Diego, CA. Dale holds the Series 6, 7, and SIE licenses. Dale has been in the financial services industry since 1994. Dale provides financial planning, portfolio management for individuals, and pension consulting services. Cors Financial Planning also provides financial planning and portfolio management for individuals.

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ADVISOR BIO

Dale Andrew Beed is a financial advisor with over 37 years of experience in the financial services industry. Dale is currently registered with Wells Fargo Clearing Services, LLC and has been with them since September 2022. Dale has previously held positions with Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and UBS Financial Services Inc. Dale specializes in providing financial advice and investment management services to a diverse clientele, including individuals, businesses, and institutions.

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ADVISOR BIO

Dale Jerome Immekus is a financial advisor with Independent Financial Group, LLC. Dale has over 15 years of experience in the financial services industry. Dale is registered with the state of California and Texas.

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ADVISOR BIO

Dale Eugene Reed is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the industry since January 2003. Previously, Dale Eugene Reed was registered with J.P. MORGAN SECURITIES LLC and J.P. MORGAN SECURITIES INC. Dale Eugene Reed specializes in providing services to high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Dale Eugene Reed is registered to provide investment advice in 53 states and holds the following licenses: Series 63, Series 65, Series 7, and SIE. Dale Eugene Reed is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and provides brokerage services.

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ADVISOR BIO

Dale Howard is a financial advisor with over 35 years of experience in the industry. Dale is currently registered with LPL Financial LLC and has been with the firm since 1993. Dale is also registered as an Investment Advisor Representative in Texas. Dale has a wide range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Dale holds Series 3, 7, 24, and 63 licenses. Dale's primary business is with LPL Financial LLC but also runs KD Howard Investments, Inc., an S Corporation.

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ADVISOR BIO

Dalia Badajos is a financial advisor with over 30 years of experience in the industry. Dalia is currently registered with Osaic Wealth, Inc. and has been with the firm since 2006. Dalia is also registered as an Investment Advisor Representative in Oregon. Dalia provides financial planning, portfolio management, and other services to individuals, families, and businesses. Previously, Dalia held positions with PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, MML INVESTORS SERVICES, INC., MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Dalia has a wide range of experience in the financial services industry.

SPECIALIZATIONS