Unclaimed
Daniel Fay is an investment advisor representative with Stadion Money Management, LLC, a firm headquartered in Watkinsville, GA. He has been in the securities industry since 1999. Daniel specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. He is registered with the state of Massachusetts as an investment advisor representative. Daniel has a Series 6, 7, and 63 license, as well as the SIE exam. His previous work experience includes roles at MML Distributors, LLC, MML Investors Services, LLC, NYLIFE Distributors LLC, and NYLIFE Securities INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Minimum account fees in conjunction with asset-based fees
1
2
MA
02/11/2019 - Present
Stadion Money Management, LLC (North Andover MA)
MA
05/01/2014 - 02/20/2015
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
12/15/2011 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
10/10/2005 - 11/28/2011
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
NJ
06/15/2004 - 05/12/2005
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
09/07/1999 - 06/15/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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