|Other Names:||Dayle N Scheinman, Dayle Nelson Scheinman, Dayle Scheinman|
My life revolves around my kids, 401k plans, coaching soccer, saving financial lives, and more kids! My firm specializes in retirement plan consulting for organizations and individuals. This advisor's firm is SEC-registered.
• Retirement plan consulting
• Portfolio management
• Retirement planning ...(see more)
Top AnswersDayle Scheinman, AIF® has not answered any questions on Financial Q&A.
From the BlackRock Annual Defined Contribution Survey, 2011
By RON LIEBER, Published: May 13, 2011
The financial crisis really impacted nearly every participants savings plan. Looking back, what are some of the investment lessons that we might learn from that? by JPMorgan Funds
by Fidelity Investments
ERISA 408(b)(2) Regulations
ERISA 404(a) Regulations
From the United States Department of Labor
Information on key aspects of 401(k) design, investments, education, communication, plan expenses collected from a cross-section of plan sponsors.
The following paper is a transcript of Rex Sinquefield's opening statement in debate with Donald Yacktman at the Schwab Institutional conference in San Francisco, October 12, 1995.
|Pension and Profit Sharing Plans|
|Corporations or Other Businesses|
*The Client Types data displayed has been entered by the advisor and has not been verified.
|360 Wealth Management, LLC||1 year, 2 months||Jan 2013 - Present|
|Lpl Fnancial LLC||1 year, 9 months||Jun 2012 - Present|
|Investacorp, Inc.||2 years, 6 months||Dec 2009 - Jun 2012|
|AXA Advisors, LLC||9 months||Mar 2009 - Dec 2009|
|Fidelity Investments||4 years, 5 months||Sep 2004 - Feb 2009|
|AXA Advisors, LLC||10 months||Oct 2003 - Aug 2004|
No Disclosures Found
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
|Uniform Combined State Law Examination||Series 66||04/22/2009|
|General Securities Representative Examination||Series 7||11/11/2003|
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.