Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Auvil is a financial professional who has been in the industry since 2022. David currently works as a Registered Representative for MML Investors Services, LLC. David has also held positions with Northwestern Mutual Investment Services LLC, Western and Southern Life, W&S Brokerage Services, MassMutual Life Insurance Co., and Hajoca. David has passed the SIE, Series 7TO, and Series 66 exams. David is registered with the following states: Alabama, Florida, and Georgia. David has a specialization in insurance sales, specifically life, fixed annuities, disability, and long-term care insurance. David also provides other services such as financial planning, pension consulting, and educational seminars.
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
FL
02/10/2025 - Present
MML Investors Services, LLC (Orlando FL)
FL
10/07/2022 - 01/30/2023
W&S BROKERAGE SERVICES, INC. (MAITLAND FL)
BOTH
Issued 11/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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