Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Valtierra is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with MML Investors Services, LLC and has held previous positions with Citicorp Investment Services, BA Investment Services, Inc., and MML Investors Services, Inc. David specializes in providing financial planning services, asset allocation programs, and portfolio management for both businesses and individuals. He is also a licensed insurance agent, offering life, disability, and fixed annuity products.
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
FL
03/17/2008 - Present
MML Investors Services, LLC (Fort Lauderdale FL)
TX
05/29/2007 - 10/29/2007
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
02/26/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
CA
06/23/1995 - 10/11/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MA
11/21/1990 - 06/23/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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