Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Means is a financial professional with over 30 years of experience in the financial services industry. David has been registered with MML Investors Services, LLC since February 2000. Previously, David was registered with ROBERT W. BAIRD & CO. INCORPORATED and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. David holds several licenses and designations including Series 6, 7, 8, 9, 10, 24, 53, 63, and 65. David is a Certified Financial Planner™. David specializes in providing financial advice to individuals, corporations, and other businesses.
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
MN
01/16/2020 - Present
MML Investors Services, LLC (Minneapolis MN)
WI
11/07/1990 - 02/28/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/24/1990 - 02/28/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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