Unclaimed
Dwayne Daniels is a financial advisor at Allstate Financial Advisors, LLC. Dwayne has been in the financial industry since 2016 and has experience working with clients in Ohio, Kentucky, Nebraska, and Illinois. He holds Series 6, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Dwayne is committed to providing personalized financial advice and guidance to help individuals and families reach 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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
OH
07/30/2024 - Present
Allstate Financial Advisors, LLC (Dayton OH)
OH
09/12/2022 - 08/15/2024
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
NE
12/14/2021 - 08/03/2022
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
06/06/2018 - 10/28/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
OH
02/27/2017 - 06/11/2018
ALLSTATE FINANCIAL SERVICES, LLC (Fairfield OH)
KY
08/21/2014 - 09/15/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (RUSSELL KY)
KY
02/20/2013 - 04/03/2014
NATIONWIDE SECURITIES, LLC (FLATWOODS KY)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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