Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hoffmann is a registered representative with MML Investors Services, LLC. Daniel is a dedicated professional with experience in the financial services industry. Daniel's professional experience includes previous roles at Mass Mutual Life Insurance Company and Southern Tide. Daniel has obtained the Series 7TO, Series 66 and SIE licenses. Daniel is registered with the state of Connecticut and Texas as an investment advisor representative, as well as a broker in several other states, including California, Georgia, Illinois, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, Utah and Texas. Daniel is committed to providing tailored financial advice and solutions to meet the diverse needs of 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
CT
06/14/2024 - Present
MML Investors Services, LLC (SHELTON CT)
BOTH
Issued 07/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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