Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rosales is a financial advisor with MML Investors Services, LLC. Daniel is registered to provide investment advice in Washington and Texas. Daniel has been working in the financial services industry since March 7, 2010 and has experience with both Northwestern Mutual Investment Services, LLC and MassMutual Life Insurance Co. Daniel specializes in providing financial planning, pension consulting, asset allocation programs, selection of other advisors, and portfolio management for individuals and businesses. Daniel also provides insurance brokerage services.
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
WA
11/24/2020 - Present
MML Investors Services, LLC (SEATTLE WA)
WA
02/03/2010 - 02/13/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BELLEVUE WA)
IA
Issued 11/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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