Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Davis is a financial professional with over 8 years of experience in the financial services industry. Brooke currently works as a registered representative at Raymond James & Associates, Inc. in Normal, Illinois. Previously, Brooke was registered with Lincoln Financial Distributors, Inc., and COUNTRY Capital Management Company. Brooke holds several licenses and certifications, including Series 7, Series 63, Series 24, Series 26, and Series 51. Brooke has a strong understanding of various investment products and services and is dedicated to providing personalized financial advice to help clients achieve their goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/12/2025 - Present
Raymond James & Associates, Inc. (Normal IL)
CT
04/14/2022 - 03/15/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
IL
07/27/2015 - 04/08/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 06/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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