Daniel Faris (CRD# 7627403) is an Investment Advisor Representative working at Mml Investors Services, LLC in Burlington, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Burlington, VT | Sep 2022 - Current | 1 |
| Massmutual Life Insurance Company | Burlington, VT | Sep 2022 - Current | 1 |
| Cellular Sales Inc. | Williston, VT | Jul 2020 - Oct 2022 | 2 |
| Unemployed | Williston, VT | Mar 2020 - Jul 2020 | < 1 |
| Vermont Systems Inc. | Essex, VT | Sep 2018 - Mar 2020 | 1 |
| Ramuntos | Williston, VT | Jun 2016 - Sep 2018 | 2 |
| Tesla | Williston, VT | Jul 2017 - Jun 2018 | < 1 |
| Saint Joseph's University | Philadelphia, PA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
- VT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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