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 Simmons is a registered investment advisor representative with QM Advisors LLC in Peachtree City, GA. David has over 20 years of experience in the financial services industry and holds Series 63, 65, 7 and SIE licenses. David has previously worked with Ceros Financial Services, Inc., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fahnestock & Co. Inc., CIBC World Markets Corp., and Prudential Securities Incorporated. QM Advisors LLC is an investment advisor that provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. David Michael Simmons is the owner of Simmons Financial LLC, and he is a licensed insurance agent. David may offer clients advice or products from these activities, but QM Advisors LLC always acts in the best interest of the client.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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GA
05/14/2024 - Present
QM Advisors LLC (PEACHTREE CITY GA)
GA
08/20/2012 - 08/14/2018
CEROS FINANCIAL SERVICES, INC. (SUWANEE GA)
GA
06/22/2005 - 08/21/2012
WELLS FARGO ADVISORS, LLC (DALTON GA)
NY
03/26/2003 - 06/07/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/03/2003 - 02/07/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
05/09/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
09/30/1999 - 01/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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