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Dale Pieper |
Position: |
Field Representative |
Designation(s): |
MBA |
Address: |
3040 Post Oak Blvd., Suite 400 |
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Houston, Texas 77056 |
Phone: |
281.220.2758 |
Alt Phone: |
713.805.1623 |
Fax: |
713.622.1440 |
Email: |
dale_pieper@wealthdesigngroup.net |
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Professional Experience
Dale Pieper of Wealth Design Group has been serving others for over 3 years to help them achieve wealth, happiness, and financial success. Over the years, many people have chosen to work with Dale because of his honesty, reliability, and understanding of the financial markets. Dale has a passion for providing outstanding personalized service and advice to you without any conflicts of interests.
Education
Graduate of University of Houston - Bachelors in Finance Graduate of University of St. Thomas - Masters in Finance Series 7 - General Securities Representative Series 63 - Uniform Securities Agent Series 66 - Uniform Securities Agent / Registered Investment Advisor Group 1 - General Lines Agent Life, Accident, Health and HMO
Memberships
& Afflilations
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Personal
Dale was born in Houston, Texas. He is married to Corinne and they have two daughters, Ashlyn and Lacey. Dale enjoys spending time with his family and playing golf in his free time.
Other
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
Licensed in (state):
Life insurance: Georgia, Texas and Virginia
Securities: Texas and Virginia
Advisory: Texas