Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Levy is an active investment advisor representative registered with the state of Arizona, who joined J.P. Morgan Securities LLC on September 30, 2021. Davis has been in the securities industry since October 14, 2020. Davis has a Series 7TO, Series 63, and SIE. Before working at J.P. Morgan Securities LLC, Davis was employed by VANGUARD MARKETING CORPORATION, where they worked for almost a year before leaving on September 16, 2021. Davis is registered with the states of Arizona and New York. Davis has specialized in 1, 2, 4, 5, and 6. J.P. Morgan Securities LLC has offices in Tempe.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
09/30/2021 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
10/02/2020 - 09/16/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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