linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Geoffrey Davis

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Geoffrey Davis

Christopher Geoffrey Davis is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity, Christopher was a financial advisor with UNIFIMONEY SECURITIES LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is licensed to sell securities in the state of Massachusetts.

Firm Information

Christopher Davis is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Davis’s Registration & Firm History

MA

08/05/2024 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

CA

04/21/2023 - 08/25/2023

UNIFIMONEY SECURITIES LLC (MILL VALLEY CA)

MA

06/19/2021 - 01/05/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

02/28/2013 - 07/02/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

Not sure if Christopher Geoffrey Davis is right for you?

Licenses & Designations

BOTH

Issued 05/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/11/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/07/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/21/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Christopher Geoffrey Davis.
Not sure if Christopher Geoffrey Davis is right for you?