Dale MalleckCRD Number: 6133133
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis
Dale Malleck (CRD# 6133133) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Lincoln, NE and has over 5 years of experience in the finance industry.
Waddell & Reed
Ameritas Investment Corp
Wells Fargo Clearing Services, LLC
|Bank Of The West||Omaha, NE||Jun 2015 - Current||2|
|Bancwest Investment Services||Omaha, NE||Jun 2015 - Current||2|
|Wells Fargo Advisors, LLC||Omaha, NE||Aug 2013 - May 2015||1|
|Capital Keystone Group||Lincoln, NE||Apr 2013 - Aug 2013||< 1|
|Principal Life Ins Co||Nashville, TN||Nov 2012 - Apr 2013||< 1|
|Princor Financial Services Corp||Brentwood, TN||Nov 2012 - Apr 2013||< 1|
|Capital Keystone Grp||Waco, TX||Mar 2012 - Nov 2012||< 1|
|National Agents Alliance||Nashville, TN||Feb 2011 - Mar 2012||1|
|Yogurt Oasis||Nashville, TN||Mar 2008 - Jan 2011||2|
|Army National Guard||Smyrna, TN||Jun 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts7,387ACCOUNTS
Average Account Value$187,849
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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