Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Levin is a financial professional with over a decade of experience in the financial services industry. Daniel currently works at Alliance-ONE Investments, LLC in Tulsa, OK, where he focuses on providing personalized financial guidance to clients. Daniel holds the Series 6 and SIE licenses, demonstrating his commitment to providing comprehensive financial services.
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.
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.
1
2
OK
10/31/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
IA
09/12/2012 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (West Des Moines IA)
IA
11/28/2012 - 06/30/2016
METLIFE SECURITIES, INC (WEST DES MOINES IA)
IA
09/12/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
11/10/2009 - 08/24/2012
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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