Unclaimed
Daniel Norris is a registered representative of MML Investors Services, LLC. Daniel has been in the securities industry since 1999 and has held various positions in the industry. Daniel has experience in providing financial planning, portfolio management and educational seminars to individuals, corporations and trusts. Daniel is also an independent insurance agent, owner of a rental property and a member of the Waco FCA Leadership Board. Daniel currently provides services from the Hagerstown, MD office of MML Investors Services, LLC.
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
MD
03/25/2017 - Present
MML Investors Services, LLC (HAGERSTOWN MD)
MD
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAGERSTOWN MD)
MD
05/17/2001 - 01/02/2015
NEW ENGLAND SECURITIES (HAGERSTOWN MD)
MA
06/01/1999 - 05/14/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 05/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Norris is the right advisor for you? Invested Better is here to help.