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Daniel Ferris Almuti

Franklin Distributors, LLC

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About Daniel Ferris Almuti

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.

Firm Information

Daniel Almuti is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Almuti’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ferris Almuti.
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