Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Davis is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors in BEAVERCREEK, OH. Andrew has over 15 years of experience in the financial services industry. Andrew has been registered with Fidelity Personal And Workplace Advisors since July 2019. Previously, Andrew was registered with J.P. MORGAN SECURITIES LLC, THE O.N. EQUITY SALES COMPANY, and PFS INVESTMENTS INC.
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.
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.
1
2
OH
08/23/2019 - Present
Fidelity Personal AND Workplace Advisors (BEAVERCREEK OH)
OH
11/18/2014 - 07/03/2019
J.P. MORGAN SECURITIES LLC (MASON OH)
OH
04/30/2012 - 09/16/2014
THE O.N. EQUITY SALES COMPANY (DUBLIN OH)
OH
11/23/2005 - 11/16/2010
PFS INVESTMENTS INC. (MASON OH)
IA
Issued 08/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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