Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel C. Santos is a financial professional with over 13 years of experience in the industry. Daniel has been registered with MML Investors Services, LLC since 2009. Daniel has a Series 6 and Series 63 license, and also holds the Securities Industry Essentials (SIE) exam. Daniel has a proven track record of providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Daniel has a strong understanding of the financial markets and a commitment to providing clients with personalized service. MML Investors Services, LLC is a financial services firm that offers a wide range of investment products and 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
MA
02/11/2009 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
04/01/2014 - 07/26/2021
MML STRATEGIC DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
06/06/2008 - 04/01/2014
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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