Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Davidson is a financial advisor with over 9 years of experience in the industry. Brooke is currently registered with J.P. Morgan Securities LLC and holds a Series 6, Series 63, and SIE licenses. Brooke's previous experience includes roles with KEY INVESTMENT SERVICES LLC, HSBC SECURITIES (USA) INC., and NYLIFE SECURITIES LLC. Brooke's areas of expertise include investment management for individuals and businesses, financial planning, and pension consulting. Brooke is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
02/27/2023 - Present
J.p. Morgan Securities LLC (BALDWIN PLACE NY)
NY
09/30/2020 - 02/21/2023
KEY INVESTMENT SERVICES LLC (MT. KISCO NY)
NY
02/15/2019 - 08/13/2020
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
04/02/2015 - 11/17/2017
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
09/10/2012 - 03/25/2015
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 03/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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