Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you C? Claim Your ProfileC Paxton Davis is a registered representative with Morgan Stanley. C Paxton Davis has been in the securities industry since August 20, 1984. C Paxton Davis is registered with FINRA and has a Series 7, Series 63, and SIE license. C Paxton Davis is also registered with the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Kansas, Maine, Maryland, Minnesota, Nevada, New Mexico, New York, Oregon, and Texas. C Paxton Davis is a registered investment advisor representative in California and Texas. In addition to being registered with Morgan Stanley, C Paxton Davis was previously registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. C Paxton Davis is affiliated with the Palo Alto, CA branch of Morgan Stanley. C Paxton Davis has been registered with Morgan Stanley since June 1, 2009.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Palo Alto CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MENLO PARK CA)
CA
08/21/1984 - 04/02/2007
MORGAN STANLEY DW INC. (MENLO PARK CA)
BC
Issued 09/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure C Davis is the right advisor for you? Invested Better is here to help.
