Unclaimed
Trisha McDaniel is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Nationwide Investment Services Corp. and holds the Series 6, Series 26, and SIE licenses. Trisha has a deep understanding of investment company products and variable contracts, and she is dedicated to providing her clients with personalized financial advice.
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.
1
2
OH
09/24/2001 - Present
Nationwide Investment Services Corp. (GRANDVIEW HEIGHTS OH)
BC
Issued 12/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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