Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Mikiel Brown is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Montgomery, AL. Davis has been in the financial services industry since 1986, and has held previous roles with Sterne Agee Financial Services, Inc., UBS Financial Services Inc., and Central Brokerage Services, Inc. Davis holds licenses including Series 3, 7, and 63 as well as the Securities Industry Essentials (SIE) Examination. Davis Brown's expertise includes financial planning, pension consulting, and portfolio management for both individuals and businesses. Davis is also affiliated with Brown & Associates LLC and Brown Properties, both of which are investment related.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
03/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (MONTGOMERY AL)
AL
12/12/2003 - 10/13/2008
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NJ
12/21/1992 - 01/09/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
AL
04/18/1986 - 01/20/1993
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 04/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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