Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Rudd is a financial advisor at MML Investors Services, LLC. Daniel J Rudd is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor in the state of New York. Daniel J Rudd has been in the securities industry since 2011. Daniel J Rudd is also a licensed insurance agent. He is currently licensed to sell life, disability, and long-term care insurance in the state of New York. Daniel J Rudd provides financial planning, portfolio management, and investment advisory services to individual and corporate clients. Daniel J Rudd is dedicated to helping his clients achieve their financial goals.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
10/16/2017 - 10/27/2020
HORNOR, TOWNSEND & KENT, LLC (ROCHESTER NY)
NY
02/09/2011 - 10/17/2017
NYLIFE SECURITIES LLC (FAIRPORT NY)
BC
Issued 01/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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