Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jada? Claim Your ProfileJada Marie Davis is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Midland, MI. Jada has been in the financial industry since 1988. Jada has been registered with FINRA since 1988. Jada also holds a Series 63, Series 7 and SIE licenses. Jada has held previous positions with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
11/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (MIDLAND MI)
MI
01/01/2008 - 11/20/2020
WELLS FARGO CLEARING SERVICES, LLC (MIDLAND MI)
MI
06/21/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MIDLAND MI)
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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