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 Lane is a financial advisor with MML Investors Services, LLC. David has been in the securities industry since 1982 and has extensive experience in financial planning, portfolio management, and pension consulting. David's previous work experience includes roles at MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 22, and 63 licenses.
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
TN
03/25/2017 - Present
MML Investors Services, LLC (Franklin TN)
TN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Franklin TN)
TN
01/07/1982 - 01/02/2015
NEW ENGLAND SECURITIES (FRANKLIN TN)
BC
Issued 01/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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