David
Freno
Mml Investors Services, LLC
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About this Advisor
David Freno is a financial advisor based in Cleveland, Ohio, working with Mml Investors Services, LLC. David has previously held positions at Eileen M. Burkhart & Co., LLC, The Mortgage Collaborative, Fernley & Fernley, Inc, Mass Mutual Life Insurance Company, and Mml Investors Services. David has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, David is part of Mml Investors Services, LLC, which operates out of Cleveland, Ohio. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$72,827,710,537
7,130
351,645
$207,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Freno Work History
Mass Mutual Life Insurance Company
Mml Investors Services
Eileen M. Burkhart & Co., LLC
The Mortgage Collaborative
Fernley & Fernley, Inc
Disclosures
Please visit the SEC profile of David Freno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mml Investors Services, LLC
New York, NY
Sun Prairie, WI
San Juan, PR
Memphis, TN
Rockford, IL
Emmett, ID
Vancouver, WA
Newtown Square, PA
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