Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dunn is a financial advisor with MML Investors Services, LLC. Daniel has been in the industry since 1984. Daniel is registered with the state of Connecticut and Vermont. Daniel has a Series 6 and Series 65 license. Daniel's previous experience includes working for MSI Financial Services, Inc., New England Securities and Pruco Securities Corporation. Daniel's specialization includes Fixed Annuities, Life Insurance, Long-Term Care, Mutual Funds, Stocks, and Variable Annuities.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (WATERFORD CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WATERFORD CT)
CT
06/23/1999 - 01/02/2015
NEW ENGLAND SECURITIES (WATERFORD CT)
NJ
09/12/1984 - 06/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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