Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Davis has been in the financial services industry since November 1992. Donald is a registered representative of Raymond James & Associates, Inc. and has been with the firm since February 2013. Donald has a broad range of experience in the industry having worked with several firms including Morgan Keegan & Company, Inc., Wachovia Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Donald holds a Series 7, 9, 10, 31, and 63 license and the SIE designation.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (DALLAS TX)
TX
04/08/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
06/11/1999 - 04/10/2008
WACHOVIA SECURITIES, LLC (DALLAS TX)
NY
11/12/1992 - 06/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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