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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sharpe is a financial advisor with MML Investors Services, LLC. David has been working in the industry since October 2002. David has passed the Series 7, Series 66, and Series 6TO exams. David has also passed the SIE exam. David has worked for MSI Financial Services, Inc. David has also worked for Metropolitan Life Insurance Company, CitiStreet Equities LLC, and WS Griffith Securities, Inc. David has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. David currently holds licenses in California, Florida, New Jersey, and New York. David also holds an investment advisor registration in New Jersey. David's firm, MML Investors Services, LLC, provides financial planning, portfolio management for individuals and businesses, and pension consulting.
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
03/25/2017 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Fairfield NJ)
NJ
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
03/30/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
CT
07/23/2002 - 11/15/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
06/06/2001 - 07/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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