Unclaimed
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.
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.
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.
1
2
FL
12/02/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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