Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eugene Maschio is a financial advisor registered with MML Investors Services, LLC since March 2017, and holds a Series 6 and SIE license. David has been in the financial services industry since June 1999. Prior to joining MML Investors Services, LLC, David worked at MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. David specializes in providing financial planning and investment management services to individuals, businesses, trusts, foundations, and pension and profit sharing plans. David also offers asset allocation programs, educational seminars, and selects other advisors for clients as needed. David is registered in 11 states and is based in Fairfield, NJ.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fairfield NJ)
NJ
02/28/2002 - 01/02/2015
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NJ
06/07/1999 - 02/06/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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