Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Kotsilimbas Davis is an investment advisor representative currently working with Innovation Partners LLC. Carl specializes in financial planning, pension consulting and consulting services to qualified retirement plans. Carl has over 25 years of experience in the financial industry. Carl's previous experience includes working with AMERITAS INVESTMENT CORP., FORTUNE FINANCIAL SERVICES, INC., SECURITIES MANAGEMENT & RESEARCH, INC., MADISON AVENUE SECURITIES, INC., AMERICAN EQUITY CAPITAL, INC., ALLIED GROUP MERCHANT BANKING CORPORATION and TRI-MERICA SECURITIES CORPORATION.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
03/19/2020 - Present
Innovation Partners LLC (CHARLOTTE NC)
IA
03/31/2017 - 06/11/2018
AMERITAS INVESTMENT CORP. (W Des Moines IA)
IA
03/03/2014 - 08/15/2014
FORTUNE FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
IA
04/09/2012 - 07/10/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (INDIANOLA IA)
IA
01/02/2008 - 06/04/2010
MADISON AVENUE SECURITIES, INC. (GRIMES IA)
IA
03/14/2007 - 12/20/2007
AMERITAS INVESTMENT CORP. (GRIMES IA)
IA
12/05/2000 - 04/25/2005
AMERICAN EQUITY CAPITAL, INC. (WEST DES MOINES IA)
OH
01/23/1998 - 06/03/1999
ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)
IL
12/21/1993 - 10/02/1997
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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