Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel M. St. jean is a financial advisor who has been in the industry since 2000. Daniel is registered with MML Investors Services, LLC and has been with the firm since 2017. Daniel is also registered as an Investment Advisor Representative in New Hampshire and Texas. Daniel holds Series 6, 63, and 65 licenses. Previously, Daniel worked with NYLIFE Securities LLC in Andover, MA from 2000 to 2017. Daniel specializes in providing financial planning, asset allocation programs, pension consulting, educational seminars, and portfolio management services for 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
MA
11/09/2017 - Present
MML Investors Services, LLC (BOSTON MA)
MA
11/06/2000 - 10/11/2017
NYLIFE SECURITIES LLC (ANDOVER MA)
IA
Issued 02/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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