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 registered investment advisor representative with Park Avenue Investment Advisory, LLC. Brooke Davis has been in the securities industry since February 11, 2024. Brooke Davis has passed the Series 7TO and SIE exams. Brooke Davis is registered in Texas. Brooke Davis is currently employed by Park Avenue Investment Advisory, LLC, and is based out of The Woodlands, TX. Brooke Davis specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
07/19/2024 - Present
Park Avenue Investment Advisory, LLC (THE WOODLANDS TX)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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