Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Grammel is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with more than 40 years of experience in the financial industry. Daniel is currently registered with the state of Connecticut as an investment advisor representative and Texas as an investment advisor representative, and is also registered with FINRA. Daniel has a wide range of experience in various investment areas. Daniel has a strong background in securities, investment company products, and direct participation programs. He has held previous positions at BANC of America Investment Services, Inc., Quick & Reilly, Inc., FIS Securities, Inc., and John Hancock Distributors, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/04/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WORCESTER MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LEOMINSTER MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/13/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
04/14/1982 - 06/17/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/14/1982 - 06/17/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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