Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Gerhard is a financial advisor with MML Investors Services, LLC. Daniela is registered with the state of Connecticut as both a Broker and Investment Advisor. Daniela has over 15 years of experience in the financial services industry. Her previous employers include MetLife Securities Inc. and MSI FINANCIAL SERVICES, INC. Daniela offers a variety of financial services including financial planning, asset allocation programs, pension consulting, and portfolio management for both businesses and individuals.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
09/20/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
10/05/2005 - 03/11/2016
METLIFE SECURITIES INC. (STAMFORD CT)
CT
08/26/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 05/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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