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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Muela is a financial advisor with Cambridge Investment Research Advisors, Inc. David has been in the financial industry since 1999 and is registered with FINRA and the state of Maryland. David holds Series 6, 7, 63 and 65 licenses. David is also a Certified Financial Planner. David has prior experience with Equitable Advisors, LLC and MONY Securities Corporation. David has a total of 11 state registrations, including Maryland and Pennsylvania. David has been an advisor for over 20 years.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
08/27/2024 - Present
Cambridge Investment Research Advisors, Inc. (Sparks MD)
MD
06/01/2005 - 08/29/2024
EQUITABLE ADVISORS, LLC (SPARKS MD)
NY
06/22/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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