Unclaimed
Daniel Ethan Lichtblau is a financial advisor with MML Investors Services, LLC. Daniel is licensed to provide investment advice in California, Minnesota, New Jersey, North Dakota, and across the United States through his Series 66 and Series 7TO licenses. Prior to joining MML Investors Services, LLC, Daniel worked at LPL Financial LLC in Golden Valley, Minnesota. Daniel specializes in financial planning, pension consulting, asset allocation programs, and providing educational seminars. He focuses on providing financial advice to individuals, businesses, corporations, pension plans, and high-net-worth individuals. Daniel also has experience working with trusts, foundations, and endowments, as well as insurance companies.
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
MN
08/23/2023 - Present
MML Investors Services, LLC (Plymouth MN)
MN
04/26/2022 - 08/28/2023
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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