Daniel
Hoffmann
Mml Investors Services, LLC
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About this Advisor
Daniel Hoffmann is a financial advisor based in Shelton, Connecticut, working with Mml Investors Services, LLC. Daniel has previously held positions at Mml Investors Services, Mass Mutual Life Insurance Company, Southern Tide, Vincere Management Group, Boca Oyster Bar, O'Neill And Sons Moving Co, and Salve Regina University. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Daniel is part of Mml Investors Services, LLC, which operates out of Shelton, Connecticut. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Hoffmann Work History
Mml Investors Services
Mass Mutual Life Insurance Company
Southern Tide
Vincere Management Group
Boca Oyster Bar
O'Neill And Sons Moving Co
Salve Regina University
Disclosures
Please visit the SEC profile of Daniel Hoffmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
New York, NY
Sun Prairie, WI
San Juan, PR
Memphis, TN
Rockford, IL
Emmett, ID
Vancouver, WA
Newtown Square, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
