Daniel Velazquez
Daniel Velazquez is a registered investment advisor at MML Investors Services, LLC, based in Port St. Lucie, FL, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
Port St. Lucie, FL
Get directionsHistory
Regulatory History (1)
Criminal
February 2002Other Business Activities
Daniel is the CEO and founder of DV3 Financial, a financial planning and wealth management firm, dedicating full-time hours to it. He is also the co-founder and event director for the Port St. Lucie Business Club, a networking group, spending minimal time on it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.