Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rushefsky is a registered investment advisor representative with MML Investors Services, LLC. Daniel has been in the industry since 2006. Daniel holds a Series 7, Series 31, and Series 66 licenses. Daniel previously worked at MSI Financial Services, Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW Inc. Daniel is registered to provide investment advice in Florida, New Jersey, New York, and Pennsylvania. Daniel's current practice focuses on individuals and families and he is licensed to offer financial planning and investment advice services.
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 (FAIRFIELD NJ)
NJ
10/26/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FAIRFIELD NJ)
NJ
04/02/2007 - 08/16/2007
MORGAN STANLEY & CO., INCORPORATED (MORRISTOWN NJ)
NJ
07/19/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NJ
01/25/2006 - 07/17/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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