Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tolson-solis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial services industry since 2020. David's current branch location is 16830 Ventura Blvd, Encino, CA. David is registered with the following states: Arizona, California, Florida, Nevada, Oregon, Texas and Washington. David is also registered with the following SROs: FINRA. David holds the following securities licenses: Series 7TO, Series 66 and SIE. In addition to financial services, David is also a music producer and owns a music production company called Mass Productions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/31/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ENCINO CA)
BOTH
Issued 12/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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