Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Timothy Schmaltz is a financial advisor with MML Investors Services, LLC located in Scottsdale, AZ. Daniel has been in the financial services industry for over 16 years and has a strong track record of helping clients achieve their financial goals. He is registered to provide investment advice in Arizona, California, Nebraska, Nevada, Oregon, Texas, and Washington. Daniel is also a Certified Financial Planner. Daniel has held previous roles with THRIVENT INVESTMENT MANAGEMENT INC., M HOLDINGS SECURITIES, INC. and LPL FINANCIAL CORPORATION.
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
AZ
10/30/2023 - Present
MML Investors Services, LLC (Scottsdale AZ)
AZ
08/14/2012 - 03/13/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Scottsdale AZ)
AZ
02/06/2009 - 08/06/2012
M HOLDINGS SECURITIES, INC. (PHOENIX AZ)
AZ
06/22/2007 - 12/24/2008
LPL FINANCIAL CORPORATION (PHOENIX AZ)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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