Unclaimed
Ariel Benton Davis is an investment advisor representative with Tandem Investment Advisors Inc. in Charleston, SC. Ariel has been in the industry since 2018 and holds the Series 7 and Series 66 licenses. Ariel's experience includes working with Raymond James & Associates, Inc. in St. Petersburg, FL. Tandem Investment Advisors Inc. is a registered investment advisor that specializes in providing portfolio management for businesses, individuals, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Uma model provider
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.
1
2
SC
07/12/2022 - Present
Tandem Investment Advisors Inc. (CHARLESTON SC)
FL
09/14/2018 - 06/03/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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