Unclaimed
Daniel Long is an investment advisor representative at MML Investors Services, LLC, with over 30 years of experience in the financial industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 6, Series 7, and Series 66 license. Daniel has worked in the financial services industry since 1986, holding positions with Prudential Securities, Metropolitan Life Insurance Company, MSI Financial Services, Inc, MassMutual Life Insurance Co, and MML Investors Services, LLC. Daniel has offices in Arcadia, CA and Los Angeles, CA.
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
CA
06/02/2017 - Present
MML Investors Services, LLC (ARCADIA CA)
CA
09/05/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
09/05/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GLENDALE CA)
NJ
07/10/1986 - 02/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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