Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Diamond is a financial advisor with MML Investors Services, LLC. Daniel has been in the industry since 1993 and has a wealth of experience providing financial advice to individuals and businesses. Daniel is registered with FINRA and holds a Series 6, 7, 24, and 66 license. Daniel is also registered with the state of Texas as an Investment Advisor Representative. Daniel's expertise lies in providing financial planning, asset allocation programs, pension consulting, 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
TX
02/07/2012 - Present
MML Investors Services, LLC (HOUSTON TX)
IN
01/21/2009 - 12/31/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
TX
07/11/2005 - 07/28/2008
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
RI
11/29/1993 - 11/18/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Diamond is the right advisor for you? Invested Better is here to help.
