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Daniel James Williamson

THE O.n. Equity Sales Co.

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About Daniel James Williamson

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.

Firm Information

Daniel Williamson is currently registered with THE O.n. Equity Sales Co.. THE O.n. Equity Sales Co. is a Corporation that was formed on August 22, 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a history of regulatory events and arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Williamson’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Williamson.
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