Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Theodore Davis is a financial professional with over 20 years of experience in the financial services industry. George is currently registered with Next Financial Group, Inc. and has held previous positions at several other firms. George holds a variety of licenses and certifications, including Series 7, 24, 51, 63, and 65. George specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. George is also registered as an insurance agent for life/health and fixed annuities.
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.
Seminar/workshop attendance fees
1
2
FL
12/22/2023 - Present
Next Financial Group, Inc. (Fort Lauderdale FL)
NY
01/30/2006 - 03/31/2006
GRACE FINANCIAL GROUP LLC (SOUTHHAMPTON NY)
NY
06/17/2004 - 11/11/2005
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
FL
09/18/2003 - 06/15/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
01/30/2003 - 09/15/2003
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 07/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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