Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sokoloff is an investment professional with over 29 years of experience in the financial services industry. David currently is a registered representative with MML Investors Services, LLC, a firm based in Springfield, MA. David has previously held positions at MSI Financial Services, INC. and Metropolitan Life Insurance Company, both in Shelton, CT. David is a Series 6 and Series 63 licensed representative and holds the SIE designation. David has experience working with a wide range of clients, including individuals, families, trusts, businesses, and pension plans. David specializes in providing financial planning, asset allocation programs, portfolio management, and pension consulting services.
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
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
09/20/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
09/20/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
BC
Issued 02/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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