Unclaimed
Daniel Henley is a registered representative with MML Investors Services, LLC in the state of Florida. Daniel Henley has been in the financial services industry since June 8, 1997. Daniel Henley is also registered as an investment advisor representative with MML Investors Services, LLC in the state of Florida. Daniel Henley has passed the Series 6, Series 63 and SIE exams and is licensed in California, Florida, Virginia and Wisconsin. Daniel Henley's prior registrations were with New England Securities and Jefferson-Pilot Investor Services, Inc. Daniel Henley is a financial advisor with over 25 years of experience in the industry. Daniel Henley can provide financial advice to individuals, businesses, trusts, foundations, endowments, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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
FL
01/29/2007 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
06/06/1997 - 12/15/2006
NEW ENGLAND SECURITIES (BOCA RATON FL)
IN
05/19/1997 - 06/04/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 06/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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