David Beeman, financial advisor Shelton CT
90 score

David Beeman

CRD Number: 5910222
Current Firm: Msi Financial Services, Inc.

David Beeman (CRD# 5910222) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Shelton, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Shelton, CT Apr 2011 - Current 5
Liberty Mutual Group Boston, MA Jul 2009 - Apr 2011 1
University Of Connecticut Storrs, CT Aug 2005 - May 2009 3
Ing Investment Management Hartford, CT May 2008 - Aug 2008 < 1
Nestle Waters North America North Haven, CT May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for David Beeman
Phone Number: 800-638-8378
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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