Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Dias is a financial advisor who has been in the industry since 2007. Danielle is currently affiliated with MML Investors Services, LLC, and has previously worked with MSI Financial Services, Inc., New England Securities, MetLife Securities Inc., and Metropolitan Life Insurance Company. Danielle's primary areas of expertise include financial planning and portfolio management.
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 (WEST HARTFORD CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST HARTFORD CT)
CT
02/08/2011 - 01/02/2015
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
CT
07/02/2007 - 09/30/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
CT
07/02/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WETHERSFIELD CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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