Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Davis is a registered investment advisor representative at William Blair. Christopher has been working in the financial industry since 2016. Christopher is licensed in several states and has a wide range of experience in portfolio management for individuals, businesses, and pooled investment vehicles. Christopher has worked with various clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher is committed to providing personalized investment advice and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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
IL
10/21/2021 - Present
William Blair (CHICAGO IL)
GA
01/18/2021 - 10/08/2021
MORGAN STANLEY (Atlanta GA)
FL
04/11/2019 - 12/31/2020
MADISON AVENUE SECURITIES, LLC (Orlando FL)
FL
09/14/2018 - 04/11/2019
AXA ADVISORS, LLC (ORLANDO FL)
FL
03/04/2016 - 09/26/2018
MWA FINANCIAL SERVICES INC. (ORLANDO FL)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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