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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 MacDonald is a financial advisor with MML Investors Services, LLC, located in Middletown, Rhode Island. David has been in the industry since 2009 and is registered in Connecticut, Florida, Massachusetts, Pennsylvania, Rhode Island, Vermont, and Virginia. David has a Series 7, Series 66 and SIE license. David is also a registered representative for MML Investors Services, LLC. In addition to their role at MML Investors Services, LLC, David also serves as a board member for a sports organization and is an agent for insurance services. David has experience in the financial services industry and is knowledgeable about various financial products. David is committed to providing clients with personalized advice and strategies to help them achieve their financial goals.
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
RI
03/25/2017 - Present
MML Investors Services, LLC (Middletown RI)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
11/15/2012 - 01/02/2015
NEW ENGLAND SECURITIES (MIDDLETOWN RI)
RI
08/24/2009 - 10/03/2012
EDWARD JONES (MIDDLETOWN RI)
BOTH
Issued 09/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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