Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marlon Tressler is a financial advisor with Equitable Advisors, LLC. David is a registered representative with over 42 years of experience in the financial industry. David is also a registered investment advisor. David has been with Equitable Advisors, LLC since 1999. David is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. David has a Series 7, 63, 65, 22TO, 6TO, and SIE license. David specializes in providing financial planning, portfolio management, and other financial services to individuals and businesses. 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.
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.
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2
AL
06/06/2016 - Present
Equitable Advisors, LLC (MOBILE AL)
NY
06/04/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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