Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Anderson is a financial professional with over 37 years of experience in the industry. Dale Anderson is currently registered with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Dale Anderson has a wide range of experience in the financial services industry, including working with Securities America, Inc. and Wall Street Financial Group, Inc. Dale Anderson holds several licenses and designations, including Series 7, Series 63, Series 65, Series 24, and Series 26. Dale Anderson is dedicated to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (CLIFTON SPRINGS NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (CLIFTON SPRINGS NY)
NY
03/21/1997 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
01/13/1992 - 03/24/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
06/19/1985 - 06/03/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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