Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Miller is a financial professional with over 15 years of experience in the industry. David is currently registered with MML Investors Services, LLC and is based in Lynn, Massachusetts. David has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 2007. David is also a licensed securities agent in Massachusetts, having passed the Series 63 exam in 2007. David has previously worked with MSI Financial Services, Inc. and New England Securities, further demonstrating David's commitment to serving clients' financial needs.
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
MA
08/17/2023 - Present
MML Investors Services, LLC (Lynn MA)
MA
03/25/2017 - 12/31/2022
MML INVESTORS SERVICES, LLC (LYNN MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
02/19/2007 - 01/02/2015
NEW ENGLAND SECURITIES (WAKEFIELD MA)
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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