Unclaimed
Brian Davis is a registered representative with PFS Investments Inc. Brian has been in the industry since 2020 and has a Series 63, Series 6TO, and SIE licenses. Brian is registered in 11 states: Alabama, California, Georgia, Indiana, Kentucky, Louisiana, Mississippi, Missouri, North Carolina, Ohio, and Texas. Brian specializes in providing investment advice and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
07/17/2020 - Present
PFS Investments Inc. (LAFAYETTE LA)
BC
Issued 09/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Davis is the right advisor for you? Invested Better is here to help.