Unclaimed
Daniel Shawn Blake is a financial advisor with MML Investors Services, LLC. Daniel has been in the financial services industry since 1987 and is registered with the state of New York as both a broker and an investment advisor. Daniel has a strong track record of success in helping clients achieve their financial goals. He specializes in providing financial planning, investment management, and insurance services to individuals, businesses, and organizations. Daniel is committed to providing his clients with personalized financial guidance and a high level of service.
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
NY
06/14/2021 - Present
MML Investors Services, LLC (ORCHARD PARK NY)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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