Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis James Rieman is a financial advisor with over 35 years of experience in the industry. Davis is a Certified Financial Planner, holding Series 6, 7, 24 and SIE licenses. Currently Davis is a Registered Representative with Osaic Wealth, Inc. and previously worked with SAGEPOINT FINANCIAL, INC. Davis is registered to provide investment advisory services in Connecticut, Florida, Georgia, Nevada, New Jersey, New York, Pennsylvania, and Virginia. Davis's specializations include Retirement Planning, College Savings, Estate Planning, Insurance Planning, and Tax Planning. Davis has a strong commitment to serving individuals and families with their financial needs.
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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NY
09/01/2023 - Present
Osaic Wealth, Inc. (PEARL RIVER NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PEARL RIVER NY)
NJ
06/03/1996 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MAHWAH NJ)
MA
05/10/1990 - 06/05/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/10/1990 - 06/05/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/11/1987 - 04/17/1990
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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