Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Baker is a financial advisor with The Ameriflex Group, a firm with over 129 clients and over $6.5 billion in assets under management. Davis has been in the financial industry since 2016 and has a broad range of experience in financial planning, risk management, and investment planning. Prior to joining The Ameriflex Group, Davis worked as a Financial Advisor at SagePoint Financial, Inc., Fidelity Brokerage Services LLC and Vanguard Marketing Corporation. Davis is also an independent insurance agent and specializes in fixed insurance products. Davis offers financial planning services to individuals and families, and also provides financial advice to small businesses. Davis is committed to helping clients achieve their financial goals.
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.
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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2
AZ
01/17/2024 - Present
THE Ameriflex Group (Tucson AZ)
AZ
05/05/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUCSON AZ)
CO
02/24/2021 - 09/07/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
AZ
06/29/2016 - 03/22/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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