Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Jo Davis is an active advisor who has been in the industry since 2008. Deborah has a Series 7 and Series 66 license, and she is registered with Edward Jones. Deborah is licensed in 28 states across the US. Deborah has prior experience with FIRST NATIONAL CAPITAL MARKETS and PRIMEVEST FINANCIAL SERVICES. Deborah Davis is also the organizer for Davis Properties, LLC which is a rental property business in Harlan, Iowa. Deborah has indicated experience with several investment options including mutual funds, variable life insurance, variable annuities, mutual fund options, and fixed insurance products. In addition to working with individuals, Deborah Jo Davis also works with pension plans, corporations, other businesses, charitable organizations, investment clubs and limited liability companies.
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.
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.
See schedule d - miscellaneous
1
2
IA
12/06/2018 - Present
Edward Jones (HARLAN IA)
IA
06/01/2010 - 08/08/2013
FIRST NATIONAL CAPITAL MARKETS (HARLAN IA)
IA
11/18/2008 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (HARLAN IA)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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