Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Circele is a financial advisor with over 30 years of experience in the industry. David has a strong background in investment company products and variable contracts, having held Series 6 and Series 26 licenses for many years. Currently, David is registered with MML Investors Services, LLC and is active in both the broker-dealer and investment advisor scope. David is also licensed in over 50 states. In addition to his experience and licenses, David has a strong track record of success in providing financial advice and portfolio management services. David specializes in providing a variety of services to individuals, corporations, and retirement plans.
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
MI
10/19/2016 - Present
MML Investors Services, LLC (Southfield MI)
MI
01/18/2013 - 06/19/2015
MML INVESTORS SERVICES, LLC (FARMINGTON HILLS MI)
MI
09/29/2011 - 12/12/2012
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
GA
06/16/2010 - 03/28/2011
CAPSTONE PARTNERS, L.C. (ATLANTA GA)
MN
11/06/2007 - 06/24/2008
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
09/05/2006 - 10/23/2007
PARK AVENUE SECURITIES LLC (DUBLIN OH)
MI
09/07/2005 - 08/11/2006
AUTO CLUB FUNDS, INC. (FARMINGTON HILLS MI)
NY
09/20/2002 - 09/21/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
07/06/1995 - 09/18/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
05/12/1988 - 07/01/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/16/1987 - 05/19/1988
WALNUT STREET SECURITIES, INC.
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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