Invested Better
Unclaimed

Unclaimed

Unclaimed

Emily Elizabeth Davis

Samuel A. Ramirez & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Emily? Claim Your Profile

About Emily Elizabeth Davis

Emily Elizabeth Davis is a financial professional with experience in the securities industry. Emily is currently registered with Samuel A. Ramirez & Company, Inc. in Boston, MA. Before that, Emily worked for CITIGROUP GLOBAL MARKETS INC. Emily holds a variety of securities licenses including the Series 79TO, SIE, and Series 52TO. Emily has been in the industry since August 2019.

Firm Information

Emily Davis is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Emily Davis’s Registration & Firm History

MA

03/15/2024 - Present

Samuel A. Ramirez & Company, Inc. (BOSTON MA)

NY

08/01/2019 - 03/08/2024

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Emily Elizabeth Davis is right for you?

Licenses & Designations

BC

Issued 08/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/01/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2019

Series 52TO - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Elizabeth Davis.
Not sure if Emily Elizabeth Davis is right for you?