Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Clark Poupore is a financial advisor at MML Investors Services, LLC. Daniel has over 38 years of experience in the financial services industry, having worked at several companies in that time, including MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Mutual of Omaha Investor Services, Inc.. Daniel currently holds Series 6, 26, and 63 securities licenses, and the SIE exam. Daniel's area of expertise is financial planning and portfolio management, including for individuals, businesses, and pension plans.
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
NY
02/17/2022 - Present
MML Investors Services, LLC (New Hartford NY)
NY
06/24/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW HARTFORD NY)
NY
06/24/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UTICA NY)
NE
11/23/1987 - 06/17/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NA
09/23/1986 - 04/27/1988
METLIFE SECURITIES INC.
NA
11/11/1982 - 04/27/1988
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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