Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jacobius is a financial advisor who has been in the industry since 1988. Daniel is currently registered with MML Investors Services, LLC, and has been with the firm since 2017. Previously, Daniel was registered with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Daniel is registered in 15 states and is a Certified Financial Planner. Daniel provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/07/2020 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
08/22/1988 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
08/22/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BC
Issued 10/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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