Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Luntz is a registered investment advisor representative at MML Investors Services, LLC. Daniel has been in the securities industry since 2023. Daniel is registered in New Jersey, New York, North Carolina, Ohio, and Texas. Daniel is also registered as an investment advisor in New Jersey and Texas. Daniel has passed the Series 7TO, Series 66 and the SIE exam. Daniel specializes in providing financial planning, educational seminars, and asset allocation programs. Daniel is affiliated with MML Investors Services, LLC, which has been in business since 1984 and has over 7,000 employees. MML Investors Services, LLC has offices in several states and provides a variety of financial services, including portfolio management, investment advisory services, and retirement planning. MML Investors Services, LLC manages over $72 billion in assets for a variety of clients, including individuals, families, businesses, and institutions.
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
NJ
06/25/2024 - Present
MML Investors Services, LLC (Warren NJ)
BOTH
Issued 09/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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