Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maas is an investment advisor representative at MML Investors Services, LLC. David has been in the industry since August 1998 and is registered with the state of Colorado. David is also a registered Independent Insurance Agent specializing in Disability Life/Accident/Health Insurance. David has worked with various clients including individuals, corporations, trusts, foundations and insurance companies. David has experience in financial planning, asset allocation programs, portfolio management, and pension consulting.
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
CO
12/22/2017 - Present
MML Investors Services, LLC (LITTLETON CO)
CO
08/30/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LITTLETON CO)
CO
08/30/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)
MA
08/06/1998 - 05/11/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/06/1998 - 05/11/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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