Unclaimed
Daniel Ferris Almuti is a financial professional with over 25 years of experience in the financial services industry. Daniel is currently registered with Franklin Distributors, LLC and has a Series 6, 7, and 63 license as well as the SIE. Daniel has been with Franklin Distributors since July of 2021. Previously, Daniel was with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Daniel specializes in providing investment advice and financial planning services to individuals and families.
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.
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.
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2
CA
07/07/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
12/09/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
05/23/1996 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 01/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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