Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Fordice is a financial advisor with MML Investors Services, LLC located in Newtown Square, Pennsylvania. Daniel Fordice has been working in the financial services industry since May 14, 2013. He holds Series 6, 7, 63, and 65 licenses, and the SIE designation. Daniel is a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 26 states. He is an Investment Advisor Representative and is licensed to provide investment advice in Pennsylvania. Daniel's previous experience includes working with MSI Financial Services, Inc. and New England Securities. He is affiliated with Sugarfoot Advisors, LLC. Daniel Fordice's specialties include financial planning, portfolio management for businesses and individuals, asset allocation programs, pension consulting, and educational seminars.
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
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
05/15/2013 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
IA
Issued 12/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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