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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 Thielke is a financial advisor with MML Investors Services, LLC, based in Oklahoma City, Oklahoma. David has been a financial advisor for over 20 years and has a wide range of experience in the industry. David has a Series 7, Series 6, Series 63, and Series 65 licenses. David also has experience as an Investment Advisor Representative. David specializes in providing financial advice to individuals, businesses, and institutions. David is committed to providing his clients with personalized financial advice 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
OK
01/30/2025 - Present
MML Investors Services, LLC (Oklahoma City OK)
MN
02/28/1996 - 07/08/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 09/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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