Unclaimed
Daniel Bernard Cison is a financial professional with over 8 years of experience in the financial services industry. Daniel has a broad range of experience, working with MMA Securities LLC in Dallas, TX. Prior to joining MMA Securities LLC, Daniel has worked with LPL FINANCIAL LLC, WELLS FARGO CLEARING SERVICES, LLC, MMA Securities LLC, Marsh & McLennan Agency LLC and Northwestern Mutual Investment Services, LLC. Daniel Cison holds a Series 66, SIE and Series 7 licenses. Daniel provides advisory services to retirement plan participants.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
TX
08/25/2021 - Present
MMA Securities LLC (Dallas TX)
MN
12/21/2017 - 11/14/2019
WELLS FARGO CLEARING SERVICES, LLC (SAINT LOUIS PARK MN)
MN
10/02/2017 - 12/01/2017
MMA SECURITIES LLC (Minneapolis MN)
MN
09/23/2014 - 10/02/2017
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
01/30/2013 - 09/11/2014
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
MN
11/01/2012 - 01/14/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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