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Daniel Edward Ortman

Mml Investors Services, LLC

Sunset, SC

Grand Rapids, MI

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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-14
TX RA APPROVED_RES 2017-05-30
MI RA APPROVED 2017-03-25
  • SC RA
    APPROVED
    Since 2026-07-14
  • TX RA
    APPROVED_RES
    Since 2017-05-30
  • MI RA
    APPROVED
    Since 2017-03-25

Branch Locations

Sunset, SC • United States

3333 Deposit Dr Ne Suite 110, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc. Uniontown OH 11/1998 03/2017
Mml Investors Services, Llc Southfield MI 03/2017 Present
Massmutual Life Insurance Co Southfield MI 07/2016 Present
  • 11/1998 → 03/2017
    Metlife Securities Inc.
    Uniontown, OH
  • 03/2017 → Present
    Mml Investors Services, Llc
    Southfield, MI
  • 07/2016 → Present
    Massmutual Life Insurance Co
    Southfield, MI
Previous Registrations
  • 2010-08-10 → 2017-03-25
    Msi Financial Services, Inc.
    Clinton Township, MI
    Monroe, MI
    Troy, MI
    Pontiac, MI
    Southfield, MI
    Mount Clemens, MI
    Southfield, MI
    Grand Rapids, MI
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-26
S63 Uniform Securities Agent State Law Examination 1998-05-12
  • S65 Uniform Investment Adviser Law Examination
    2010-06-26
  • S63 Uniform Securities Agent State Law Examination
    1998-05-12
Other Names
  • Daniel Edward Ortman

View on SEC IAPD

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