Unclaimed
Daniel George Misse is a financial advisor with Mariner Independent. Daniel has been in the financial services industry for over 26 years and is licensed to provide financial advice in several states. Daniel has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Daniel offers a variety of financial services including investment advisory services, financial planning and portfolio management. Daniel has previously worked with several firms including VOYA Financial Advisors, ING Financial Advisors, and Allstate Financial Services. Daniel is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
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.
1
2
LA
11/19/2021 - Present
Mariner Independent (Metairie LA)
LA
01/03/2011 - 11/19/2021
VOYA FINANCIAL ADVISORS, INC. (METAIRIE LA)
LA
06/19/2003 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (METAIRIE LA)
IL
05/08/2003 - 06/13/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NE
07/10/2001 - 03/07/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CT
04/16/1997 - 08/06/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MN
04/05/1995 - 01/01/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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