Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen Freitag is a financial advisor with over 30 years of experience. Currently, David is registered with MML Investors Services, LLC in Boston, Massachusetts. Before joining MML Investors Services, LLC, David worked at Transamerica Financial Advisors, Inc., John Hancock Funds, LLC, Signator Investors, Inc., VeraVest Investments, Inc., and NYLife Securities Inc.
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
MA
10/10/2013 - Present
MML Investors Services, LLC (Boston MA)
MA
12/06/2010 - 09/05/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTFIELD MA)
MA
01/09/2007 - 05/26/2009
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
04/05/2005 - 01/10/2007
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/22/1993 - 05/29/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
11/03/1982 - 04/15/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2005
Series 24 - General Securities 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 10/05/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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