Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lengyel is a financial professional with over 30 years of experience in the industry. Daniel is currently registered with MML Investors Services, LLC in Dallas, Texas. Daniel has a wide range of experience in the financial services industry, including previous roles at MSI Financial Services, Inc., New England Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Investors Distribution Company and Lincoln Financial Advisors Corporation. Daniel holds a variety of licenses and certifications, including Series 7, Series 24, Series 63 and Series 65. Daniel is also a Managing Partner for Dream Big Financial, LLC which is a DBA and LLC for his agency office where he is the General Agent and Manager.
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
TX
03/25/2017 - Present
MML Investors Services, LLC (Dallas TX)
TX
02/27/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
03/19/2014 - 01/02/2015
NEW ENGLAND SECURITIES (DALLAS TX)
TX
05/29/2012 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
MA
04/25/2012 - 05/18/2012
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/25/2012 - 05/18/2012
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
12/11/2004 - 05/01/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (FLOWER MOUND TX)
CA
01/11/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IN
07/17/2001 - 01/14/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/14/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/13/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 10/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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