Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyn? Claim Your ProfileElyn Davis is a financial professional with over 25 years of experience in the industry. Elyn is currently registered with Charles Schwab & Co., Inc. and is located in Phoenix, Arizona. Elyn is also a registered representative with FINRA and is licensed in 52 states.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
07/08/1998 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
09/09/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Elyn Davis is the right advisor for you? Invested Better is here to help.
