Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Patton Harrison is a financial advisor registered with Cetera Investment Advisers LLC and Securian Financial Services, Inc. Davis has been in the industry for over 3 years and is registered in 13 states. Davis has earned the Series 66 and Series 7TO licenses and has experience providing financial planning, portfolio management, and pension consulting services to a variety of clients. Davis has experience working with clients including individuals, businesses, charitable organizations, pension and profit-sharing plans. Davis's professional experience includes positions with Securian Financial Services Inc, Minnesota Life Insurance Co, Renaissance Financial, and Blue Valley North High school. Davis's current practice is with Cetera Investment Advisers LLC.
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.
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.
1
2
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/27/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 08/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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