Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Merkin is a registered representative at MML Investors Services, LLC. David has been working in the financial services industry since 2021. David is registered with the state of Florida, New Jersey and New York and holds Series 63, Series 6TO and SIE licenses. David has 1 state exam, 2 product exams and is registered with 3 states. David has a current employment at MML Investors Services, LLC. David is located in the Wall Township, NJ branch office. David's firm, MML Investors Services, LLC is a large firm based in Springfield, MA and has approximately $72.8 billion in assets under management. MML Investors Services, LLC is a well-established firm with a strong reputation. David works with individuals, high net worth individuals, insurance companies, corporations, charitable organizations and pension plans. David is dedicated to providing clients with a comprehensive financial planning approach, and has a passion for helping individuals and families achieve their 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
NJ
07/07/2021 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
BC
Issued 08/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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