Unclaimed
Daniel Williamson is a Financial Advisor registered with The O.n. Equity Sales Co. Daniel is a Cincinnati native with a broad range of experience, having been in the financial industry since 2003. Daniel has successfully passed both the Securities Industry Essentials (SIE) and Series 6 Exams. Daniel's experience includes employment with both The O.n. Equity Sales Co. and IFS Fund Distributors, Inc. Daniel specializes in helping clients understand their needs and goals while assisting them in achieving their financial goals.
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
OH
11/08/2022 - Present
THE O.n. Equity Sales Co. (Cincinnati OH)
OH
01/28/2002 - 12/01/2020
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
06/18/2001 - 12/11/2001
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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