Unclaimed
David Disunno is a financial professional with over 30 years of experience in the industry. David is currently registered with MML Investors Services, LLC and has been with the firm since 2017. David is a licensed insurance broker and has worked as an insurance agent since 2016. David has a strong background in investment products and offers a variety of financial planning and investment services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (MILLER PLACE NY)
NY
06/04/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MILLER PLACE NY)
NY
06/04/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NA
05/08/1990 - 04/09/1991
SOUTH RICHMOND SECURITIES, INC.
NA
04/24/1990 - 05/11/1990
WELLSHIRE SECURITIES, INC.
BC
Issued 05/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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