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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Randall Davis is an investment advisor representative with Fidelity Personal And Workplace Advisors in Framingham, MA. Erik is a licensed investment advisor in MA and TX. Erik has been in the securities industry for 5 years, and has experience in various roles including working with the Washington Nationals, Arizona Diamondbacks, and Milwaukee Brewers. Erik holds the Series 66, Series 10, Series 9, Series 7TO, and SIE licenses. He is registered with FINRA and the states of California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Erik specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is also affiliated with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in assets under management.
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.
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MA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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