Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Robert McCandless is a financial advisor with Osaic Wealth, Inc., with over 25 years of experience in the industry. Dale has a broad range of experience and expertise, including financial planning, portfolio management for individuals and businesses, and pension consulting. Dale holds Series 6, 7, 24, 51, 63, and 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in multiple states. Previously, Dale worked at Signator Investors, Inc. Dale is committed to providing clients with personalized financial advice and strategies that meet their unique needs and 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
PA
04/04/2024 - Present
Osaic Wealth, Inc. (LEHIGHTON PA)
PA
02/18/1998 - 11/02/2018
SIGNATOR INVESTORS, INC. (LEHIGHTON PA)
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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