Unclaimed
Michael Davila is a financial advisor registered with MML Investors Services, LLC, with experience in the industry since July 2007. Michael is licensed in 31 states and has a Series 6, 7 and 63 license. Michael is also registered as an investment advisor representative in New York and Texas.
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
NY
04/22/2021 - Present
MML Investors Services, LLC (New York NY)
NY
07/20/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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