Unclaimed
Christopher Janson Davis is an Investment Advisor Representative who has been in the industry since 1998. Christopher has a broad range of experience working at both Hochman & Baker Securities, Inc. and Cetera Investment Advisers LLC. Christopher is currently registered in Florida, Georgia, Tennessee, and Washington. Christopher holds the Series 63, Series 65, Series 7 and SIE licenses. Christopher is a partner in Brevard Accounting Group CPA's P.A., a CPA firm, and is involved in their accounting and tax practice.
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.
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.
1
2
FL
01/10/2017 - Present
Cetera Investment Advisers LLC (MERRITT ISLAND FL)
CT
11/20/1998 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 10/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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