Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McDaniel is a financial professional with over 20 years of experience in the industry. Lisa currently holds a Series 6 and Series 26 license and works as a registered representative with Alliance-ONE Investments, LLC. Previously, Lisa worked for MetLife Securities, Inc. and New England Securities. Lisa has a strong understanding of the financial markets and a commitment to providing clients with personalized advice and guidance.
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.
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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2
OK
10/31/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NY
10/17/2012 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
OK
10/01/1997 - 06/30/2016
METLIFE SECURITIES, INC (TULSA OK)
NY
10/17/2012 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
OK
10/01/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TULSA OK)
BC
Issued 09/20/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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