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Candice Ezzat Davis

Missionsquare Retirement

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About Candice Ezzat Davis

Candice Davis is a registered representative with Missionsquare Retirement in WASHINGTON, DC. Candice has been in the financial industry since 2006 and holds a Series 66, Series 7, Series 9, Series 10, and Series 24 license. Candice has a specialization in 5 and 6. Candice also has a previous registration with Independent Financial Group, LLC in Annapolis, MD.

Firm Information

Candice Davis is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Candice Davis’s Registration & Firm History

DC

10/21/2022 - Present

Missionsquare Retirement (WASHINGTON DC)

MD

01/02/2018 - 06/08/2022

INDEPENDENT FINANCIAL GROUP, LLC (Annapolis MD)

MD

10/02/2014 - 12/31/2017

SII INVESTMENTS, INC. (ANNAPOLIS MD)

VA

04/08/2004 - 01/09/2013

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

MN

04/08/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/29/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Candice Ezzat Davis.
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