Unclaimed
Brenda Joyce Davis is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives and a vast client base across the nation. Brenda has been a registered representative since May 2012. She is a highly experienced advisor with a commitment to providing personalized financial guidance. Brenda has a solid track record of helping individuals and families achieve their financial goals. Brenda has a deep understanding of the financial markets and investment strategies. Brenda is also dedicated to providing exceptional customer service.
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.
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.
See schedule d - miscellaneous
1
2
TX
05/14/2012 - Present
Edward Jones (ABILENE TX)
TX
03/01/2011 - 04/20/2011
COMMONWEALTH FINANCIAL NETWORK (ABILENE TX)
TX
10/02/2009 - 03/07/2011
FIRST ALLIED SECURITIES, INC. (ABILENE TX)
BOTH
Issued 10/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brenda Davis is the right advisor for you? Invested Better is here to help.