Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ortoli is a financial professional with over 30 years of experience in the industry. Daniel currently holds a Series 6, 7, 26, 63, and 65 license and the SIE designation. Daniel is currently registered with MML Investors Services, LLC, a firm with over 7,000 licensed agents and over 7,000 investment advisor representatives. Daniel is licensed to conduct business in Connecticut, Delaware, Florida, Illinois, Louisiana, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Dakota, Texas, and Vermont. Daniel is an experienced investment advisor who helps clients with financial planning, asset allocation, and portfolio management. Daniel has experience working with a diverse client base including individuals, families, businesses, and trusts. Daniel also has experience working with pension and profit sharing plans.
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
05/15/2023 - Present
MML Investors Services, LLC (SHELTON CT)
CT
01/15/1992 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
01/15/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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