Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Holtzer is a financial advisor with over 20 years of experience in the industry. David is currently registered with MML Investors Services, LLC in Springfield, MA. David has a Series 7, Series 24 and SIE license. David has previously worked at MSI Financial Services, Inc., New England Securities and Metropolitan Life Insurance Company.
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
10/11/2016 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NC
03/08/2001 - 07/17/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
02/04/2003 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NY
03/08/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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