Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pittman is a financial advisor with MML Investors Services, LLC. David has been working in the financial services industry since 1977. David is registered with the state of Alabama as a Broker and Investment Advisor Representative. David specializes in providing asset allocation programs, financial planning, and portfolio management services for individuals and businesses. David is a Chartered Financial Consultant. David has held previous registrations with MSI Financial Services, Inc. and New England Securities.
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
AL
03/25/2017 - Present
MML Investors Services, LLC (BIRMINGHAM AL)
AL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
11/10/1977 - 01/02/2015
NEW ENGLAND SECURITIES (BIRMINGHAM AL)
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Pittman is the right advisor for you? Invested Better is here to help.
