Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary has been in the industry since 1983 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Gary is a licensed Series 7 and 63 representative, as well as a Series 65 licensed investment advisor representative. Gary is also registered in several states to provide investment advice and brokerage services. Gary is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
06/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (Watkinsville GA)
GA
02/13/2013 - 06/28/2021
RAYMOND JAMES & ASSOCIATES, INC. (ATHENS GA)
GA
10/13/1995 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
NY
05/26/1983 - 10/17/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1983
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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