Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Samuelsen is a financial advisor in Springfield, MA with over 17 years of experience. David has been associated with MML Investors Services, LLC since 2017 and has a current registration with the state of North Carolina. Previously, David worked with UBS Financial Services Inc. and LPL Financial LLC. David's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David holds the Series 7, 66, 24, and 53 licenses, and the SIE exam.
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
MA
08/31/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NC
03/06/2013 - 03/24/2017
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
FL
02/10/2011 - 02/28/2013
LPL FINANCIAL LLC (BOYNTON BEACH FL)
FL
09/24/2007 - 02/18/2011
FIFTH THIRD SECURITIES, INC. (BOCA RATON FL)
FL
05/17/2005 - 09/11/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CORAL SPRINGS FL)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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