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Dale Whitsit

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Raymond James Financial Services, Inc., Member FINRA/SIPC</span>
Intro Book
Seasoned financial professional with extensive experience in financial planning and wealth management.
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Location
Oakdale, New York, United States, US
Languages
  • English -
Skills
  • Financial Planning
  • Wealth Management
  • Retirement
  • Finance
  • Investments
  • Show all
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Bio

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Dale Whitsit is a seasoned financial professional with over 40 years of experience in financial planning, wealth management, and related fields. He has held various roles, including Financial Advisor, Vice President, and Certified Financial Manager, and has worked for prominent companies such as Merrill Lynch and Raymond James Financial Services. Dale holds a Bachelor of Arts degree from Stony Brook University and has also taught continuing education courses for seniors.

Experience

  • Raymond James Financial Services, Inc., Member ...
    • 79 Main Street, West Sayville NY 11796
    • Financial Advisor
      • Jul 2009 - Present
      • 79 Main Street, West Sayville NY 11796

      Securities are offered through Raymond James Financial Services,Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, Please see &quot;Social Media Disclosure&quot; link in the &quot;conta...

  • Smith Barney
    • Vice President
      • Jan 1999 - Jul 2009

      Financial Advisor, Financial Planning Specialist

  • Merrill Lynch
    • Melville, NY
    • Vice President
      • Jun 1980 - Jan 1999
      • Melville, NY

      Financial Advisor, Sales Manager 1987-1991 all Suffolk Co offices. Certified Financial Manager

  • LBR Enterprises
    • Setauket, NY
    • Night Mansger
      • Jun 1974 - Jan 1980
      • Setauket, NY

      Paying Band, Closing and overseeing general operations. Bar Tender

Education

  • 1971 - 1974
    Stony Brook University
  • 1967 - 1969
    University of Tennessee, Knoxville 1967-1969

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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