Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davies? Claim Your ProfileDavies Burton Beller is a financial advisor with over 30 years of experience in the industry. Davies is currently registered with TD Securities (usa) LLC and has held previous positions with Cowen and Company, Stone Key Securities LLC, CSI Strategic Partners, LLC, Evercore Group L.L.C., Banc of America Securities LLC, Bear, Stearns & Co. Inc., CS First Boston Corporation, and Drexel Burnham Lambert Incorporated. Davies is a Series 7, 63, 24 and SIE licensed professional.
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.
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.
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2
NY
03/06/2024 - Present
TD Securities (usa) LLC (New York NY)
CA
02/10/2015 - 04/08/2024
COWEN AND COMPANY (El Segundo, CA)
CT
04/30/2012 - 06/13/2014
STONE KEY SECURITIES LLC (GREENWICH CT)
CA
04/30/2010 - 10/06/2011
CSI STRATEGIC PARTNERS, LLC (LOS ANGELES CA)
NY
11/09/2009 - 05/06/2010
EVERCORE GROUP L.L.C. (NEW YORK NY)
CA
07/10/2008 - 02/17/2009
BANC OF AMERICA SECURITIES LLC (LOS ANGELES CA)
CA
04/10/2006 - 06/09/2008
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
NY
08/28/1994 - 04/28/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/06/1990 - 05/06/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
11/14/1988 - 03/03/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 12/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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