Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Davis is a financial advisor with over 9 years of experience in the financial services industry. Brittany is currently registered with Citigroup Global Markets Inc. Brittany has previously worked for Edward Jones, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Raymond James and Associates, Inc. Brittany holds the Series 7, 9, 10, 66, and SIE licenses. Brittany provides financial planning, asset allocation advice, security ratings, pension consulting, and portfolio management for businesses and individuals.
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.
Asset allocation advice
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.
1
2
FL
03/20/2023 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
02/27/2020 - 12/16/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/05/2019 - 11/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/08/2018 - 02/21/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
03/13/2017 - 11/03/2017
MORGAN STANLEY (TAMPA FL)
FL
04/15/2015 - 02/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMPLE TERRACE FL)
FL
06/06/2014 - 03/23/2015
EDWARD JONES (TAMPA FL)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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