Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Davis is a financial advisor registered with Osaic Wealth, Inc. and has been in the industry since 1999. Gene has experience working with a variety of clients including individuals, businesses, and pension plans. The advisor's area of specialization includes financial planning, pension consulting, and providing educational seminars. Gene is also registered as an Investment Advisor Representative with the state of Louisiana.
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.
1
2
LA
09/01/2023 - Present
Osaic Wealth, Inc. (ALEXANDRIA LA)
LA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALEXANDRIA LA)
AZ
09/03/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
03/02/2001 - 09/10/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/17/1999 - 10/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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