Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Harrison Davis is a registered representative with Davenport & Co. LLC in Greensboro, NC. Charles has been in the securities industry since 1985. Charles has passed the Series 7, Series 63, and SIE exams and is registered in 11 states. Previously, Charles worked with Citigroup Global Markets Inc. in Greensboro, NC and Legg Mason Wood Walker, Incorporated in Baltimore, MD. Charles has experience providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
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.
12b-1 fees and/or shareholder servicing fees
1
2
NC
02/13/2009 - Present
Davenport & Co. LLC (GREENSBORO NC)
NC
02/21/2006 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
04/01/1986 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
07/24/1985 - 04/07/1986
MARION BASS SECURITIES CORPORATION
BC
Issued 07/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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