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Dale Curtis Berry

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Additional Firm:
Type: SEC and FINRA Registered

Dale Berry is a financial professional at Nylife Securities LLC, a broker-dealer with over 8,200 registered representatives nationwide. Dale is also registered with Eagle Strategies LLC, a $5B RIA. Dale has held an industry securities registration for 29 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Eagle Strategies LLC 4 years, 6 months Apr 2011 - Present
Nylife Securities Inc. 11 years, 1 month Sep 2004 - Present
New York Life Insurance Company 11 years, 1 month Sep 2004 - Present
ExamSeriesPassed Date
General Securities Principal ExaminationSeries 24 12/29/2000
General Securities Representative ExaminationSeries 7 08/21/2000
Uniform Securities Agent State Law ExaminationSeries 63 01/17/1985
Investment Company Products/Variable Contracts Representative ExaminationSeries 6 01/17/1985

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Dale Curtis Berry has not answered any questions on Financial Q&A.

Top Articles

Dale Curtis Berry has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Banking or Thrift Institutions
Pension and Profit Sharing Plans
Charitable Organizations
Corporations or Other Businesses
State or Municipal Government Entities

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*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.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions