Unclaimed
Davis Shaun Lawrence is a registered representative with Santander Securities LLC. Davis has been in the securities industry since 2004. Davis holds a Series 7, Series 63 and SIE license. Davis has worked with firms like HSBC Securities (USA) Inc., Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, J.P. Turner & Company, L.L.C., Brundyn Securities Inc., LH Ross & Company, Inc. and Harrison Securities, Inc. Davis is registered with the state of New Jersey and New York.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/06/2022 - Present
Santander Securities LLC (Palmyra NJ)
NY
08/20/2018 - 06/05/2020
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
05/11/2018 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
02/26/2013 - 09/13/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/05/2007 - 07/13/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/05/2006 - 07/11/2007
METLIFE SECURITIES INC. (BROOKLYN NY)
NY
10/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
GA
10/28/2005 - 04/05/2006
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
TX
10/11/2004 - 10/31/2005
BRUNDYN SECURITIES INC. (ARLINGTON TX)
FL
04/30/2004 - 12/17/2004
LH ROSS & COMPANY, INC. (BOCA RATON FL)
NY
01/12/2004 - 04/28/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
BC
Issued 02/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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