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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 Luis Fernandez is a financial advisor with MML Investors Services, LLC, a firm with a long history of providing financial guidance and support to clients. David has over 20 years of experience in the financial services industry. David has a strong commitment to helping individuals and families reach their financial goals. David has a deep understanding of the markets and a proven track record of success. David is dedicated to providing personalized service to every client and is committed to helping them make informed financial decisions. David is also committed to staying up-to-date on the latest financial trends and regulations, so that he can provide his clients with the best possible advice.
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
05/15/2024 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
02/23/2021 - 04/10/2024
PNC INVESTMENTS (MANALAPAN NJ)
NJ
01/25/2008 - 02/24/2021
CHARLES SCHWAB & CO., INC. (Red Bank NJ)
NJ
01/11/2001 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
MN
01/11/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/01/2000 - 12/21/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/01/2000 - 12/21/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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