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Daniel Solazzo is an investment advisor representative at MML Investors Services, LLC in Elmsford, NY. Daniel has been in the financial services industry for over 7 years. Daniel is registered with the state of New York and is also registered with the state of Texas as a resident advisor. Daniel has passed the Series 6 and Series 63 exams as well as the SIE exam. Daniel provides financial planning and portfolio management services to individuals, businesses, and trusts. Daniel also provides educational seminars. Daniel is a partner in Taxter Advisory LLC, a pass-through account for business expenses.
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
NY
09/10/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
BC
Issued 07/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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