Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan Jerome Davis is a financial advisor with over 7 years of experience in the industry. Donovan is registered with Fidelity Personal AND Workplace Advisors and has a Series 7, Series 66, and SIE. Donovan has been with Fidelity since 2018, providing financial planning and portfolio management services to individuals and businesses. Donovan also provides educational seminars and helps clients select other advisors as needed.
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.
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
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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