Unclaimed
Chad Davis is a financial advisor with over 15 years of experience in the industry. Chad has held positions at several firms including Morgan Stanley, Scottrade, TD Ameritrade and LPL Financial. Chad is currently a registered representative with Fidelity Personal AND Workplace Advisors. Chad provides financial planning, portfolio management, and educational seminars for individuals and businesses.
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.
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.
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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2
VA
01/28/2022 - Present
Fidelity Personal AND Workplace Advisors (PALMYRA VA)
VA
01/05/2021 - 11/03/2021
LPL FINANCIAL LLC (CHARLOTTESVILLE VA)
VA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (GLEN ALLEN VA)
VA
09/04/2007 - 02/26/2018
SCOTTRADE, INC. (CHARLOTTESVILLE VA)
NC
04/02/2007 - 08/16/2007
MORGAN STANLEY & CO., INCORPORATED (WINSTON-SALEM NC)
NC
11/14/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WINSTON-SALEM NC)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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