Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Jeremy Davis is a financial advisor currently registered with Cetera Investment Advisers LLC. Brendan has been working in the financial industry since September 21, 2013. Brendan has passed the Uniform Combined State Law Examination, the General Securities Principal Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Brendan has been registered with the following firms: Nationwide Investment Services Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Brendan is currently registered in California, Idaho, Nevada, North Carolina, Oregon, Texas and Washington. Brendan specializes in helping clients with retirement planning, college savings, investment management, and estate planning. Brendan is also a notary public and a landlord.
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.
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
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
10/12/2016 - 08/07/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (SACRAMENTO CA)
CA
11/12/2015 - 10/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GOLD RIVER CA)
CA
08/12/2013 - 10/30/2015
EDWARD JONES (ROSEVILLE CA)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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