Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schilling is a financial advisor with over 40 years of experience in the financial industry. David is a Registered Representative with LPL Financial LLC and has a Series 7, Series 6, Series 22, and Series 63 license. David also holds the Chartered Financial Consultant designation. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David's previous employers include MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Investors Distribution Company, MetLife Securities, Inc, Metropolitan Life Insurance Company, WS Griffith Securities, Inc., Home Life Insurance Company, and Island Planning Corp. of America. David is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/27/2024 - Present
LPL Financial LLC (AMHERST NY)
NY
03/25/2017 - 02/26/2024
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
09/12/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AMHERST NY)
NY
06/30/2016 - 09/13/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
06/18/2004 - 06/30/2016
METLIFE SECURITIES, INC (AMHERST NY)
NY
06/18/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AMHERST NY)
CT
09/27/1982 - 06/24/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
05/23/1986 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
05/16/1983 - 11/28/1984
ISLAND PLANNING CORP. OF AMERICA
BC
Issued 08/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Schilling is the right advisor for you? Invested Better is here to help.
