Daniel Ballister, financial advisor Fairfield NJ
96 score

Daniel Ballister

CRD Number: 5526340
Current Firm: Mml Investors Services, LLC

Daniel Ballister (CRD# 5526340) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fairfield, NJ and has over 9 years of experience in the finance industry. Daniel Ballister has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Fairfield, NJ Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Current 1
Binsky & Snyder Piscataway, NJ Apr 2006 - Current 12
Metlife Securities Inc. Fairfield, NJ Jan 2015 - Mar 2017 2
New England Securities Fairfield, NJ Apr 2008 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Daniel Ballister
Phone Number: (413)737-8400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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