Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warfield Bennett is a financial professional with over 30 years of experience in the industry. David is currently registered with MML Investors Services, LLC, and has been with the firm since 1996. David specializes in providing financial planning and investment management services to individuals, businesses, and pension and profit-sharing plans. David is also a Certified Financial Planner. In addition to his work with MML Investors Services, LLC, David is also a registered representative of the firm in the state of California. David is committed to providing his clients with the highest level of personalized service and guidance.
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
CA
10/17/2019 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
NA
06/23/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 05/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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