Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homer? Claim Your ProfileHomer Davis is a financial advisor with over 37 years of experience in the industry. He has held numerous positions at several firms, including Securities America, Inc., Foothill Securities, Inc., and Royal Alliance Associates, Inc. Homer is currently registered with Osaic Wealth, Inc. and is active in both broker-dealer and investment advisor capacities. He is a Certified Financial Planner and holds several industry licenses, including Series 7, Series 24, and Series 63. Homer focuses on providing financial planning and portfolio management services to individuals, families, and businesses. He is also a FINRA arbitrator and serves as the HOA Treasurer for Tract No. 9843 Owners' Association.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SANTA CLARA CA)
CA
12/09/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SANTA CLARA CA)
CA
12/08/2016 - 12/09/2016
SECURITIES AMERICA, INC. (SANTA CLARA CA)
CA
02/01/1995 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
AZ
08/18/1992 - 02/02/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/23/1991 - 08/25/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/23/1991 - 08/25/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/24/1988 - 07/30/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/23/1987 - 03/29/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
09/24/1986 - 11/19/1987
HAAS SECURITIES CORPORATION
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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