Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lester Price is an investment professional with over 25 years of experience in the financial services industry. Daniel is currently registered with Oneamerica Securities, Inc. in Lakeland, Florida. Prior to this, Daniel has worked at MWA Financial Services Inc, MML Investors Services, LLC, ONEAMERICA SECURITIES, INC., FORESTERS EQUITY SERVICES, INC., SAMMONS SECURITIES COMPANY, LLC and FRANKLIN FINANCIAL SERVICES CORPORATION. Daniel holds Series 6, Series 63 and SIE licenses. Daniel has a history of working with both individuals and corporations to meet 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.
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
FL
07/06/2016 - Present
Oneamerica Securities, Inc. (Lakeland FL)
FL
02/23/2012 - 07/08/2016
MWA FINANCIAL SERVICES INC. (LAKELAND FL)
FL
02/13/2008 - 12/31/2011
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
01/25/2007 - 02/04/2008
ONEAMERICA SECURITIES, INC. (LAKELAND FL)
FL
09/04/2002 - 01/03/2007
FORESTERS EQUITY SERVICES, INC. (TAMPA FL)
MI
04/01/2002 - 08/12/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
TX
08/09/1995 - 04/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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