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Steven A Dale is a financial advisor professional located in Ft Collins, CO. They specialize in financial advisory. With over 4 years of experience, they bring deep expertise to every client.
Steven A Dale - Edward Jones holds an active professional license (FINRA CRD) for your protection.
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Steven A Dale operates as a financial advisor with Edward Jones in Ft Collins, Colorado. With four years in the business, Dale works with clients on financial planning and investment services. The practice holds a FINRA CRD registration (License #2888600), which governs securities and investment advisory activities. Edward Jones is a well-established brokerage and financial services firm operating across the United States.
Steven A Dale's FINRA CRD registration means he is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing brokers and investment advisors in the United States. This registration requires compliance with federal securities laws and FINRA rules, and indicates the advisor has passed required examinations and background checks. FINRA maintains oversight of registered representatives' activities, including supervision of client accounts and adherence to suitability standards. The CRD number (2888600) is a unique identifier that allows clients to verify registration status and review disciplinary history through FINRA's public database.