Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Daniels is a financial professional with over 40 years of experience in the financial services industry. Gary Daniels is currently registered with MML Investors Services, LLC and has been with the firm since March 2017. Gary Daniels is also registered as an Investment Advisor Representative with the state of Pennsylvania and New Jersey. Gary Daniels has previously worked with MSI Financial Services, Inc., New England Securities, Travelers Equities Sales, Inc., and Investogenic Services, Inc. Gary Daniels holds the Series 7TO, Series 63, Series 65, and SIE licenses. Gary Daniels has been a Chartered Financial Consultant. Gary Daniels's areas of specialization include providing financial planning services, portfolio management for individuals and businesses, pension consulting, asset allocation programs, and selection of other advisors.
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
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
05/05/1989 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
CA
08/02/1976 - 05/15/1989
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
11/10/1976 - 10/19/1979
INVESTOGENIC SERVICES, INC.
IA
Issued 10/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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