Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Staton is a registered investment advisor representative with MML Investors Services, LLC, based in Billings, Montana. David has been in the financial industry since 1987. David is registered with the state of Montana and is also registered with the Financial Industry Regulatory Authority (FINRA). David has been with MML Investors Services, LLC since 2017 and previously worked at MSI Financial Services, Inc. and Metropolitan Life Insurance Company. David holds the Series 6, 7, 26, 51, 63 and 65 licenses. David provides financial planning, pension consulting, educational seminars, and portfolio management services. David also has experience in asset allocation programs. David has a strong commitment to providing quality investment advice and helping clients reach their financial goals.
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
MT
03/25/2017 - Present
MML Investors Services, LLC (BILLINGS MT)
MT
05/03/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BILLINGS MT)
MT
05/03/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BILLINGS MT)
NJ
06/09/1987 - 02/10/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/15/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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