Unclaimed
Benjamin W. Davis is a financial advisor registered with Eagle Strategies LLC. Benjamin joined the firm in 2015. Prior to that, Benjamin was with Fidelity Brokerage Services LLC in Merrimack, NH. Benjamin has a Series 7 and Series 66 license and is registered in 13 states. Benjamin has over 20 years of experience in the financial services industry.
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.
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.
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2
NH
05/06/2015 - Present
Eagle Strategies LLC (Bow NH)
NH
07/12/2001 - 05/14/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 4/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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