Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Shayne Daniels is a registered representative with Silver Oak Securities, Inc., based in Knoxville, Tennessee. Clarence has been in the industry since 2017. Clarence is licensed in 52 states and the District of Columbia, as well as in Tennessee for Investment Advisor. Clarence has extensive experience in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
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2
TN
10/23/2023 - Present
Silver OAK Securities, Inc. (Knoxville TN)
KY
03/22/2021 - 10/23/2023
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
TN
09/20/2020 - 04/06/2021
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
07/26/2017 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2023
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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