Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Koppenhaver is a registered representative with Truist Securities, Inc. Davis has over 3 years of experience in the financial services industry. Davis holds the Series 6, Series 79, and SIE licenses. Davis is registered to conduct securities business in 52 states and the District of Columbia. Davis previously worked at M HOLDINGS SECURITIES, INC.
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.
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NC
08/18/2020 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
11/01/2019 - 06/29/2020
M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 11/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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