Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vandersteeg is a financial professional with over 9 years of experience in the financial services industry. Daniel is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Daniel has held previous roles at MSI Financial Services, Inc. and New England Securities. Daniel holds Series 63, 66, 7, 24, and SIE licenses and is a Certified Financial Planner™. Daniel is registered in Alabama, Arkansas, California, Florida, Illinois, Mississippi, Missouri, South Carolina, South Dakota, Tennessee, and Texas.
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
TN
07/16/2020 - Present
MML Investors Services, LLC (MEMPHIS TN)
TN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Memphis TN)
TN
05/19/2014 - 01/02/2015
NEW ENGLAND SECURITIES (MEMPHIS TN)
BOTH
Issued 04/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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