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DM

Dale W. Meyer

DYNAMIC FINANCIAL SOLUTIONS
Glendale, AZ
Some features on this profile are disabled
CRD#: 4815199
DM

Professional summary

Dale Willis Meyer is a registered financial advisor currently at DYNAMIC FINANCIAL SOLUTIONS, LLC located in Glendale, Arizona.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Dale has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Willis Meyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 13, 2007 - Present

DYNAMIC FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 144965
Glendale, AZ
Past

October 3, 2006 - July 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PHOENIX, AZ
Past

October 13, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 13, 2004 - July 16, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/13/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/27/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/12/2004
General Securities Representative Examination

Current Firm

DF
DYNAMIC FINANCIAL SOLUTIONS, LLC
D.F.S. LLC | DYNAMIC FINANCIAL SOLUTIONS, LLC

CRD#: 144965 / SEC#:

Arizona
Registered Investment Advisory firm - (11/13/2007 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Glendale, AZ
Mailing Address
P.o. Box 83976, Phoenix, AZ 85071-3976
Phone number
(602) 539-3198
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DYNAMIC FINANCIAL SOLUTIONS, LLC

CRD#: 144965Glendale, AZ

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