Unclaimed
Brett Lauren Davis is a financial professional with over 12 years of experience in the industry. Brett is currently registered with Blackrock Execution Services and has been with the firm since April 2022. Brett has held previous roles at BLACKROCK INVESTMENTS, LLC, J.P. MORGAN SECURITIES LLC, and PIERPONT SECURITIES LLC. Brett is a Series 7, Series 63, and SIE licensed professional. Brett holds active registrations in California, Georgia, New Jersey, and New York.
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.
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.
1
2
NY
04/04/2022 - Present
Blackrock Execution Services (NEW YORK NY)
PA
08/01/2017 - 04/05/2022
BLACKROCK INVESTMENTS, LLC (PHILADELPHIA PA)
PA
08/08/2012 - 07/26/2017
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
NY
09/09/2010 - 07/17/2012
PIERPONT SECURITIES LLC (NEW YORK NY)
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brett Davis is the right advisor for you? Invested Better is here to help.