Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Davis is a financial advisor who has been in the industry since 2004. He is currently registered with Hornor, Townsend & Kent, LLC in Conshohocken, Pennsylvania. Previously, Heath was associated with FINANCIAL NETWORK INVESTMENT CORPORATION, AXA ADVISORS, LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Heath holds Series 6, 7, 63 and 66 securities licenses and the SIE exam. He is licensed to provide financial advice in Delaware, Florida, New Jersey, New York and Pennsylvania. He has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
06/11/2012 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
11/05/2009 - 12/16/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
02/03/2005 - 11/03/2009
AXA ADVISORS, LLC (BALA CYNWYD PA)
WI
06/04/2004 - 01/28/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 03/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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