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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annah? Claim Your ProfileAnnah Elizabeth Davis is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Annah has been in the financial services industry for over five years and holds both Series 63 and 66 licenses. She also has a Series 7, 9 and 10. Annah provides financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Annah is registered to provide investment advisory services in 32 states and is also registered as a Registered Representative in Texas and Utah. Annah's firm, Fidelity Personal And Workplace Advisors, is a large firm with over $818 billion in assets under management.
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
FL
01/15/2025 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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