Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Abel is a financial advisor with over 14 years of experience in the industry. David is currently registered with TLG Advisors, Inc. in Connecticut. David has a Series 6, 7, and 63 license. David is also a Certified Financial Planner. David has previously been registered with MML Investors Services, LLC and MSI Financial Services, Inc. David has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. David specializes in portfolio management, financial planning, and investment advisory 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.
Placement of institutional funds
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.
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2
CT
07/30/2024 - Present
TLG Advisors, Inc. (Cheshire CT)
CT
03/25/2017 - 12/31/2022
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
05/30/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
IA
Issued 05/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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