Invested Better
Unclaimed

Unclaimed

Unclaimed

Davis Michael Vann

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Davis? Claim Your Profile

About Davis Michael Vann

Davis Vann is a financial advisor with Fidelity Brokerage Services LLC, licensed to operate in the United States. Davis holds Series 7TO, Series 9 and Series 63 licenses. Davis is a licensed advisor in 53 states and the District of Columbia. Davis Vann started working in the financial industry in December 2022.

Firm Information

Davis Vann is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Davis Vann’s Registration & Firm History

FL

12/02/2022 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

Not sure if Davis Michael Vann is right for you?

Licenses & Designations

BC

Issued 01/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Davis Michael Vann.
Not sure if Davis Michael Vann is right for you?