Unclaimed
Daniel Lee Turnmeyer is a registered investment advisor representative with MML Investors Services, LLC. Daniel has been in the securities industry since October 27, 1999. Daniel is registered to provide investment advice in Iowa and Texas. He is also registered as a broker in Arizona, California, Florida, Hawaii, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Texas, and Wisconsin. Daniel holds the Series 6, Series 7, Series 63, and Series 65 licenses. He is also a Chartered Financial Consultant. Daniel provides financial planning, educational seminars, and portfolio management services to individuals and businesses.
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
IA
01/03/2017 - Present
MML Investors Services, LLC (BETTENDORF IA)
NY
09/22/1999 - 01/10/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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