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 Mahler is a financial advisor at MML Investors Services, LLC. David has been in the financial industry since August 15, 1982. David has a Series 6, Series 7, Series 63, and SIE licenses. David is registered in Arizona, California, Florida, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. David also has an active Investment Advisor Representative registration with the State of New York. David has been with MML Investors Services, LLC since March 2017 and has been a Registered Representative with MassMutual Life Insurance Company since April 2017. David is also an owner of 2 residential real estate properties and has outside insurance sales experience.
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
NY
05/22/2017 - Present
MML Investors Services, LLC (Hauppauge NY)
NY
08/16/1982 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
08/16/1982 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BC
Issued 06/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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