Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Allen Gaffney is an investment advisor representative with Oneamerica Securities, Inc. Daniel has been in the securities industry since 2013 and has a broad range of experience. Daniel is also an adjunct instructor at Oakland City University in Oakland City, Indiana and is the principal of Pike County School Corporation. Daniel is licensed to provide investment advice in Indiana, Georgia, and Kentucky. Daniel's primary office is located in Evansville, Indiana. Daniel is also registered with Northwestern Mutual Investment Services, LLC and CFD Investments, Inc.
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.
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2
IN
07/01/2021 - Present
Oneamerica Securities, Inc. (Evansville IN)
IN
07/10/2017 - 07/31/2018
CFD INVESTMENTS, INC. (Evansville IN)
IN
07/18/2013 - 10/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EVANSVILLE IN)
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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