Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coley? Claim Your ProfileColey Baynes Davis is a financial advisor with over 35 years of experience in the financial services industry. Coley is currently registered with Osaic Wealth, Inc. and has previously held registrations with Securities America, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., BMA Financial Services, Inc., United Securities Alliance, Inc. and PFS Investments Inc. Coley holds Series 6, 63, and 65 licenses and is a Registered Representative and Investment Advisor Representative. Coley provides investment advisory services, retirement planning, and financial planning.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
04/20/2012 - 06/14/2024
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
01/01/2004 - 04/20/2012
ING FINANCIAL PARTNERS, INC. (SAN DIEGO CA)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
11/12/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CO
01/16/1996 - 11/26/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
09/26/1988 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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