Unclaimed
Alexis Antonio Davis is a financial professional with over a decade of experience in the industry. Alexis has been registered with J.P. Morgan Securities LLC since 2012. Previously, Alexis was associated with Chase Investment Services Corp. and MetLife Securities Inc. Alexis holds Series 6, 63, and 65 licenses and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
12/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTH MIAMI FL)
FL
11/16/2009 - 12/18/2009
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
IA
Issued 04/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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