Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Ortman has been in the financial services industry since February 1996. Daniel is a registered representative of MML Investors Services, LLC and is also an Investment Advisor Representative. Daniel has a Series 7, Series 6, Series 26 and Series 63. Daniel is currently licensed in 18 states and has been licensed with MML Investors Services, LLC since March 2017. Prior to that, Daniel was a registered representative of MSI FINANCIAL SERVICES, INC and Metropolitan Life Insurance Company. Daniel provides a variety of financial services including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
MI
05/30/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
11/18/1998 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
11/18/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PONTIAC MI)
CA
02/20/1996 - 11/25/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 06/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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