Unclaimed
Daniel Clements is a financial advisor with Oneamerica Securities, Inc. Daniel has over 25 years of experience in the financial services industry. Daniel is currently registered to conduct business in Arizona, California, Colorado and Oregon. Daniel is licensed to sell a variety of financial products including insurance products, investment advisory services and securities products. Daniel has a strong track record of helping clients achieve their financial goals. Daniel's previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., NYLIFE Securities LLC, Metlife Securities Inc., and Metropolitan Life Insurance Company. Daniel is a member of the Society of Financial Service Professionals and Business Network International (BNI).
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
AZ
08/03/2020 - Present
Oneamerica Securities, Inc. (Scottsdale AZ)
AZ
03/25/2017 - 12/12/2018
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
06/05/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
CA
05/28/1999 - 06/16/2015
NYLIFE SECURITIES LLC (SAN RAMON CA)
MA
11/14/1995 - 05/06/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/14/1995 - 05/06/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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