Dale M. Reitz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Dale Mark Reitz, who also goes by Dale M. Reitz, Dale Reitz, was a registered financial professional .
Dale is a previously registered financial professional and started their career in finance in 1996. Dale had worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 21, 2015 - November 18, 2015
USAA FINANCIAL PLANNING SERVICES
March 31, 2015 - November 18, 2015
USAA FINANCIAL ADVISORS, INC.
June 13, 2014 - January 15, 2015
HORNOR, TOWNSEND & KENT, LLC
October 18, 2013 - January 15, 2015
HORNOR, TOWNSEND & KENT, LLC
February 22, 2011 - August 10, 2011
WEALTH RESCUE STRATEGIES, INC.
August 28, 2008 - February 28, 2009
MSI FINANCIAL SERVICES, INC.
July 22, 2008 - February 28, 2009
MSI FINANCIAL SERVICES, INC.
November 20, 2006 - July 23, 2008
VALIC FINANCIAL ADVISORS, INC.
November 20, 2006 - July 23, 2008
VALIC FINANCIAL ADVISORS, INC.
November 23, 2004 - July 15, 2005
UBS FINANCIAL SERVICES INC.
March 27, 2000 - November 23, 2004
VANGUARD CAPITAL
March 12, 1996 - March 30, 2000
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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