Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brennan is a financial advisor registered with MML Investors Services, LLC in Indiana. David is also registered as an Investment Advisor Representative in Indiana. David has been in the industry since April 18, 2020. David is a Chartered Financial Analyst. Previously, David worked with Ameriprise Financial Services, LLC in Saint Joseph, MI. David has a history of working in the finance industry and has held positions with Advia Credit Union, LVM Capital Management, Corporate One Federal Credit Union, Getman Corporation, Western Michigan University, Oxford Financial Group, LTD., and MassMutual Life Insurance Co. David's areas of expertise include: Retirement planning, college savings, insurance, and estate planning. David is committed to providing 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.
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
IN
08/23/2023 - Present
MML Investors Services, LLC (Indianapolis IN)
MI
03/06/2020 - 07/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Saint Joseph MI)
BOTH
Issued 05/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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