Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Martin Davis is an investment advisor representative and is registered with Truist Advisory Services, Inc. George Martin Davis is also registered with the Securities and Exchange Commission. George Martin Davis has been in the securities industry since 2001. George Martin Davis is licensed in 20 states. George Martin Davis's current employment is with Truist Advisory Services, Inc. in HUNT VALLEY, MD. George Martin Davis is also registered with PNC INVESTMENTS and SUNTRUST INVESTMENT SERVICES, INC. in the past.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
05/02/2024 - Present
Truist Advisory Services, Inc. (HUNT VALLEY MD)
MD
06/16/2008 - 04/25/2011
PNC INVESTMENTS (FOREST HILL MD)
MD
01/24/2003 - 05/27/2008
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
02/28/2001 - 01/23/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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