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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Davis is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, Florida. Angie has been in the financial services industry since 2006. Angie has a Series 6, Series 99TO and a SIE license and is registered in Florida. Angie has specialized in providing financial services to individuals, high-net-worth individuals, corporations or other businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Angie focuses on providing a wide range of advisory services including financial planning, portfolio management, educational seminars, and selection of other advisers. Angie is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/27/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/12/2017 - 08/31/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/07/2007 - 11/08/2016
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
06/23/2005 - 12/31/2007
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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