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Dale M
Series 63, Series 65
Lehighton, PA
OSAIC
Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.
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