Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Elmlinger is an Investment Advisor Representative associated with Tiaa-cref Individual & Institutional Services, LLC and has been in the industry since April 1988. Daniel James Elmlinger has a strong background in financial services, with experience in providing investment advice and financial planning. Daniel James Elmlinger holds Series 6, 7, 63, and 66 licenses and has been registered with the Securities and Exchange Commission since 2004. In addition to his current employment, Daniel James Elmlinger has also worked for Teachers Personal Investors Services, Inc. and Mutual of America Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CT
06/18/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (STAMFORD CT)
NY
04/17/2000 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
01/10/2000 - 04/06/2000
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
04/19/1988 - 04/06/2000
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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