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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 March is a financial advisor with MML Investors Services, LLC, based in Springfield, MA. David has over 6 years of experience in the financial services industry. David holds several licenses and registrations, including Series 7, Series 63, Series 66, Series 9, Series 10, Series 24 and Series 52. David specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. David previously worked as a financial advisor with Nationwide Securities, LLC, JP Morgan Securities LLC, and Morgan Stanley.
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
MA
02/18/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
OH
10/30/2017 - 02/16/2022
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
OH
03/18/2016 - 10/13/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
10/12/2015 - 03/11/2016
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 07/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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