Unclaimed
Ernest Davidson is a financial advisor with over 30 years of experience. Ernest began his career in the financial industry in 1993 and is currently registered with Osaic Wealth, Inc. Ernest holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam certification. Ernest is also registered as an investment advisor representative in Texas and Virginia. Ernest focuses on providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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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2
VA
01/24/2025 - Present
Osaic Wealth, Inc. (RICHMOND VA)
IN
07/01/1993 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VA
01/13/1993 - 07/08/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 03/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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