Unclaimed
Carmela Davis is a financial advisor with over 20 years of experience in the financial services industry. Carmela has held licenses with several firms, including Woodbury Financial Services, Inc., SunPoint Securities, Inc., and North American Management, Inc. Carmela is currently registered with Nylife Securities LLC and is licensed to provide financial advice in Texas. Carmela is also qualified to provide investment company products and variable contracts.
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.
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.
1
2
TX
03/09/2012 - Present
Nylife Securities LLC (LONGVIEW TX)
TX
12/10/2008 - 06/29/2011
WOODBURY FINANCIAL SERVICES, INC. (ADDISON TX)
TX
07/27/2001 - 06/01/2007
WOODBURY FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
08/15/1995 - 08/23/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
SD
08/30/1993 - 09/28/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
SD
12/17/1990 - 12/21/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
10/27/1988 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
06/26/1987 - 09/12/1988
HOME SHOPPING CLUB SECURITIES, INC.
BC
Issued 08/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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