Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid J. Schmidl is a financial advisor associated with MML Investors Services, LLC. David has been in the securities industry for over 17 years, and is a registered representative. David's primary office is located in ROCHESTER, NY. David J. Schmidl provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David has provided financial services through previous firms, including MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES.
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
NY
05/14/2020 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
07/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
09/23/2013 - 05/16/2014
NEW ENGLAND SECURITIES (ROCHESTER NY)
NY
07/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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