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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwight? Claim Your ProfileDwight Maxwell Davis is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Dwight has been working in the financial services industry since December 2009. Dwight is registered to offer advisory services in multiple states, and is also registered with FINRA as a Registered Representative. Dwight's professional designations and specializations include a series 63 and Series 65 license. Dwight has previously worked with Nationwide Securities, LLC. The advisor's focus is on providing financial planning, portfolio management for individuals and businesses, and educational seminars. Dwight is available for appointments in Boston, Massachusetts.
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
MA
12/04/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MD
09/18/2009 - 02/26/2013
NATIONWIDE SECURITIES, LLC (BALTIMORE MD)
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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