Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jamal Threlkeld is a financial professional with over 8 years of experience in the industry. Daniel is currently registered with MML Investors Services, LLC and has offices in Memphis, TN and Collierville, TN. Daniel previously worked with Northwestern Mutual Investment Services, LLC in Murfreesboro, TN. Daniel is a Series 6, 7TO, 63 and 65 licensed advisor and specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and organizations.
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
TN
07/07/2020 - Present
MML Investors Services, LLC (Memphis TN)
TN
07/09/2015 - 10/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MURFREESBORO TN)
IA
Issued 05/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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