Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mass Mutual Investors Services
Location
Whitney, TX
Credentials
Series 63, Series 65
Industry experience
39 years
MML Investors Services, Inc.
1990 - Present (36 years)
Massmutual
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Hillsboro, TX
Edward Jones
ChFC®, Series 63, Series 66
Whitney, TX
Edward Jones
CFP®, Series 63, Series 66
West, TX
Fidelity
Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, serving in roles including Financial Consultant and Portfolio Specialist. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and served as President of Texas Made Wealth, LLC from 2016 to 2021. Daniel has experience in multi-generational wealth planning, philanthropic planning, and wealth management. He has worked extensively with families to visualize and implement plans addressing long-term objectives such as retirement, funding college education, and wealth accumulation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daniel enjoys beach activities, family time, and parenthood.
Series 63, Series 66
Clifton, TX
Raymond James Financial
Series 63, Series 65
Hillsboro, TX
LPL Financial
Series 66
Clifton, TX
Edward Jones
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