Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adaryl? Claim Your ProfileAdaryl Davis is a financial advisor currently registered with Charles Schwab & CO., Inc. Adaryl has over 14 years of experience in the financial services industry, and holds licenses to conduct business in various states. Adaryl's experience includes previous roles with TD Ameritrade, Inc., Chase Investment Services Corp., AXA Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adaryl is also a Registered Options Principal and General Securities Principal.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
10/04/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
03/21/2012 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
10/20/2010 - 03/26/2012
CHASE INVESTMENT SERVICES CORP. (BEDFORD TX)
TX
04/22/2009 - 09/09/2009
AXA ADVISORS, LLC (FORT WORTH TX)
TX
10/02/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
12/19/2007 - 08/01/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 4 - Registered Options Principal Examination
BC
Issued 07/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/19/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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