Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dara? Claim Your ProfileDara Jo Demaree is a financial advisor with over 20 years of experience in the industry. Dara currently works at Osaic Wealth, Inc. Dara has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Dara is dedicated to providing her clients with personalized financial advice and investment management services to help them reach their financial goals. Dara Jo Demaree is licensed to sell insurance, and also owns and operates her own insurance business. Dara holds multiple licenses and designations, including Series 6, Series 63, Series 26, Series 51, and the Uniform Investment Adviser Law Examination.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CENTERVILLE OH)
OH
01/01/2004 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CENTERVILLE OH)
IA
Issued 02/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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