Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bodner is a financial advisor registered with MML Investors Services, LLC. David has been in the industry since 1995. David is a Series 6, 7 and 63 licensed advisor registered in 25 states. David works from the firm's Toledo, OH branch office. David has been associated with this firm since 1998. David has a wide range of experience and specializes in providing financial advice to individuals, businesses, corporations and charitable organizations. David is also registered as an Investment Advisor Representative in Ohio and Texas. David's experience and expertise can help you achieve your financial goals.
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
OH
01/05/2017 - Present
MML Investors Services, LLC (Toledo OH)
MA
05/28/1996 - 09/18/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
RI
01/21/1992 - 06/06/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 01/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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