Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Jamal Davis is a financial advisor with over 14 years of experience in the industry. Adrian is currently registered with Osaic Wealth, Inc. and is licensed in several states including North Carolina, Tennessee, and Texas. Adrian has a wide range of experience in financial planning, pension consulting, and portfolio management. Adrian is also an independent contractor for The Estate Plan. Adrian is committed to providing his clients with the best possible financial advice and services.
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.
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.
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2
TN
11/03/2023 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
TN
12/24/2018 - 11/03/2023
FSC SECURITIES CORPORATION (NASHVILLE TN)
TN
02/27/2009 - 12/31/2016
FSC SECURITIES CORPORATION (NASHVILLE TN)
TN
07/02/2007 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (NASHVILLE TN)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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