Unclaimed
Daniel John Schmidt is a financial advisor who has been in the industry since November 2019. Daniel is registered with MFS Fund Distributors, Inc. and is licensed in 53 states and the District of Columbia. Daniel has passed the General Securities Representative Examination, the Securities Industry Essentials Examination and the Uniform Securities Agent State Law Examination.
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.
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.
1
2
MA
11/20/2019 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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