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 Peffley is a financial advisor with over 20 years of experience in the industry. Daniel is registered with MML Investors Services, LLC. Daniel is licensed to sell securities in several states, including Ohio, Texas, California, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, Oregon, Pennsylvania, Vermont, Virginia and Washington. Daniel has passed the Series 6, Series 7, and Series 63 exams, as well as the SIE exam. Daniel holds designations as an Investment Advisor Representative. Daniel's experience includes working with high-net-worth individuals, corporations, pension and profit sharing plans, insurance companies and charitable 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
OH
07/10/2015 - Present
MML Investors Services, LLC (Toledo OH)
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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