Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Burton Davis is a financial advisor with over 40 years of experience in the industry. Gerald is currently registered with Raymond James & Associates, Inc. in Beachwood, Ohio. Gerald has previously worked with McDonald Investments Inc. in Cleveland, Ohio, Joseph, Miller & Russell, Inc., and J. N. Russell Inc. Gerald holds several licenses and certifications including the Series 7TO, SIE, Series 41, PC, Series 1, Series 63, Series 24, Series 4, and Series 40. Gerald has specialized experience in several areas including, portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
02/24/2006 - Present
Raymond James & Associates, Inc. (BEACHWOOD OH)
OH
05/28/1982 - 02/28/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
09/29/1975 - 03/02/1978
JOSEPH, MILLER & RUSSELL, INC.
NA
04/27/1970 - 01/23/1976
J. N. RUSSELL INC.
BC
Issued 07/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/07/1982
Series 4 - Registered Options Principal Examination
BC
Issued 05/20/1972
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 41 - NYSE Allied Member Examination
BC
Issued 06/23/1978
PC - AMEX Put and Call Exam
BC
Issued 09/02/1957
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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