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Daniel J Florina

Franklin Distributors, LLC

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About Daniel J Florina

Daniel Florina is a financial advisor with over 16 years of experience in the financial services industry. Daniel has held various positions with several firms including Putnam Retail Management Limited Partnership, Deutsche AM Distributors, Inc., and MML Investors Services, LLC. Daniel holds FINRA Series 7 and Series 63 licenses as well as the SIE and Series 65 licenses. Daniel is currently registered with Franklin Distributors, LLC and provides investment advice and services to individuals and families.

Firm Information

Daniel Florina 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 Florina’s Registration & Firm History

MA

07/02/2024 - Present

Franklin Distributors, LLC (Boston MA)

MA

04/10/2017 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

IL

11/11/2013 - 04/05/2017

DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)

IL

06/11/2012 - 10/17/2013

MML INVESTORS SERVICES, LLC (CHICAGO IL)

NJ

08/03/2011 - 04/30/2012

ADP BROKER-DEALER, INC. (ROSELAND NJ)

IL

07/07/2008 - 07/25/2011

JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)

IL

09/10/2007 - 06/20/2008

ROBBINS SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Florina.
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