Unclaimed
Charmaine Nytasha Linnea Davis is a registered representative with Citizens Securities, Inc. Charmaine has been in the securities industry since January 2018. Charmaine is licensed to offer securities products in Alaska, Arizona, Delaware, Maryland, New York, North Carolina, and Pennsylvania. Charmaine also has a license to offer investment advisory services in the same states. Charmaine previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Rehoboth Beach, Delaware, where she provided investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
DE
09/20/2021 - Present
Citizens Securities, Inc. (MIDDLETOWN DE)
DE
01/26/2018 - 09/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REHOBOTH BEACH DE)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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