Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leali is a financial advisor who has been in the industry for over 20 years. David is a registered representative with MML Investors Services, LLC and is licensed in Florida. David has a strong background in financial planning, portfolio management, and investment advisory services. David has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. David holds a Series 7, Series 66, and Series 24 securities licenses. David also holds a Series 99TO and a Series 53 securities license. In addition, David is a Chartered Financial Consultant. David is dedicated to providing his clients with personalized financial advice and investment strategies that meet their unique needs.
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
05/02/2017 - Present
MML Investors Services, LLC (FT LAUDERDALE FL)
FL
06/26/2014 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (PALM BEACH GARDENS FL)
FL
07/20/2009 - 02/20/2013
GIRARD SECURITIES, INC. (BOCA RATON FL)
FL
09/01/2005 - 09/01/2009
CAPITAL PLANNING GROUP, LLC (FT. LAUDERDALE FL)
FL
10/05/2005 - 07/10/2009
MML INVESTORS SERVICES, INC. (FT LAUDERDALE FL)
MN
01/24/2003 - 02/25/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/2003 - 02/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/23/2001 - 10/08/2002
DALE K. EHRHART, INC. (VENICE FL)
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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