Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCoy is a financial advisor with MML Investors Services, LLC, Daniel has over 25 years of experience in the financial services industry. Daniel is also a registered representative in Florida, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Daniel specializes in providing financial advice to individuals, families, and businesses. Daniel offers a range of services, including financial planning, asset allocation programs, investment management, retirement planning, and insurance.
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
03/25/2017 - Present
MML Investors Services, LLC (Southhampton NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BARNEGAT NJ)
NJ
12/22/2014 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
11/23/2005 - 12/10/2014
NEW ENGLAND SECURITIES (BARNEGAT NJ)
NY
01/16/2001 - 11/22/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
08/06/1997 - 01/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 10/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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