David GreenbergCRD Number: 5044142
Current Firm: Mml Investors Services, LLC
David Greenberg (CRD# 5044142) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|Mml Investors Services, Inc.||Ft Lauderdale, FL||Jul 2007 - Current||14|
|Massmutual Life Insurance Company||Ft Lauderdale, FL||May 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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