Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daren? Claim Your ProfileDaren Jesse Davis is an investment advisor representative registered with First Trust Advisors LP. Daren has been in the industry since February 2002. Daren is licensed in several states, including Illinois, Idaho, Montana, Utah, and Wyoming. Daren specializes in providing investment advice for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
10/24/2011 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 12/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daren Davis is the right advisor for you? Invested Better is here to help.
