Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maurer is a financial advisor with over 20 years of experience in the industry. David is currently registered with MML Investors Services, LLC in New Jersey and Texas. David has previously held positions at MSI Financial Services, Inc., New England Securities, Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc. and AllianceBernstein Investments, Inc. David has Series 6, 7, 63 and 65 licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations. David specializes in portfolio management for individuals and businesses, asset allocation programs, and financial planning. He also offers educational seminars. David has experience working with a wide range of clients, including individuals, families, businesses, trusts, foundations, and endowments. He is also experienced in working with pension and profit-sharing plans. David is committed to providing his clients with personalized financial advice and guidance.
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
NJ
10/30/2024 - Present
MML Investors Services, LLC (Marlton NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PRINCETON NJ)
NJ
02/21/2012 - 01/02/2015
NEW ENGLAND SECURITIES (PRINCETON NJ)
MN
11/29/2007 - 02/16/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
07/21/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
NJ
03/12/2001 - 05/07/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SECAUCUS NJ)
IA
Issued 03/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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