Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calhoun Daniel is a financial advisor with over 30 years of experience in the financial services industry. John is registered with MML Investors Services, LLC, and holds Series 6, 62, and 63 licenses. John has previously held positions with other firms including FSC Securities Corporation, Northwestern Mutual Investment Services, LLC, Allstate Financial Services, LLC, and HORNOR, TOWNSEND & KENT, LLC. John is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 63 license. John is dedicated to helping clients reach their financial goals and provides services such as asset allocation programs, financial planning, pension consulting, educational seminars, 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
GA
07/14/2023 - Present
MML Investors Services, LLC (Marietta GA)
GA
04/22/2021 - 06/01/2023
HORNOR, TOWNSEND & KENT, LLC (WOODSTOCK GA)
GA
02/27/2018 - 04/09/2021
ALLSTATE FINANCIAL SERVICES, LLC (KENNESAW GA)
GA
02/19/2014 - 01/05/2018
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
11/01/2010 - 02/12/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
07/13/1993 - 10/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BC
Issued 09/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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