Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Griesemer is an investment advisor representative with Oneamerica Securities, Inc. He has been in the industry since January 31, 2012. Daniel currently works in Indianapolis, Indiana at the ONE AMERICAN SQUARE location. He specializes in a wide range of investment services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Previously, Daniel was affiliated with The O.N. Equity Sales Company, Touchstone Securities, Inc., and Fidelity Brokerage Services LLC. Daniel is registered with FINRA and holds the Series 6 and Series 63 licenses.
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
IN
09/11/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
OH
06/18/2014 - 08/06/2020
THE O.N. EQUITY SALES COMPANY (Cincinnati OH)
OH
03/17/2014 - 05/05/2014
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
KY
01/01/2008 - 12/09/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/09/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Griesemer is the right advisor for you? Invested Better is here to help.
