Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Love Petersen is a financial advisor with Morgan Stanley, where Davis has been registered since 2017. Prior to joining Morgan Stanley, Davis was registered with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and SunTrust Investment Services, Inc. Davis holds a Series 7, Series 63, and Series 65 license, as well as a Series 53 license. Davis has a total of 11 state licenses, including Tennessee, Alabama, Florida, Georgia, Kentucky, Louisiana, Montana, New York, Pennsylvania, South Carolina and Virginia. Davis has been in the financial services industry for over 30 years.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
04/04/2017 - Present
Morgan Stanley (KNOXVILLE TN)
TN
02/13/2013 - 04/04/2017
RAYMOND JAMES & ASSOCIATES, INC. (KNOXVILLE TN)
TN
03/10/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
GA
09/14/1998 - 03/17/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
02/22/1996 - 06/19/1996
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
08/10/1988 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NA
01/15/1987 - 04/12/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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