Unclaimed
Daniel Joseph Flynn is an active Investment Advisor Representative with MML Investors Services, LLC. Daniel Flynn has been in the financial services industry since July 28, 1997. Daniel Flynn holds multiple licenses and is registered in Connecticut, New Jersey and New York. Daniel Flynn previously held positions at Pruco Securities, LLC., MSI Financial Services, Inc., New England Securities, Walnut Street Securities, Inc., Metropolitan Life Insurance Company, and First Montauk Securities Corp.
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
CT
05/24/2024 - Present
MML Investors Services, LLC (SHELTON CT)
NJ
09/20/2019 - 10/04/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
NC
03/25/2017 - 07/23/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
05/10/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NJ
08/31/2004 - 01/02/2015
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
08/31/2004 - 02/24/2012
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
05/10/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NJ
12/09/1996 - 03/09/2000
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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