Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vafiadis is an investment advisor representative with MML Investors Services, LLC. David has been in the financial services industry for over 20 years and holds the Series 7TO, Series 66, and SIE licenses. David specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts. David is also registered in multiple states, including Pennsylvania, Delaware, Maryland, Missouri, New Jersey, New York, California, and Virginia. David's experience and expertise help him guide clients toward achieving 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
PA
03/13/2024 - Present
MML Investors Services, LLC (PHILADELPHIA PA)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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