Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Downey is a financial professional with over 50 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and MML Investors Services, LLC. David has a strong track record of providing financial advice and investment services to individuals, families, and businesses. David is committed to helping clients 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.
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.
1
2
IL
11/26/2001 - Present
M Holdings Securities, Inc. (CHAMPAIGN IL)
MA
02/21/1995 - 11/30/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
12/10/1987 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
12/19/1969 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
11/06/1975 - 05/20/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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