Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clyde Davis IV is a financial advisor registered with Ameriprise Financial Services, LLC in Bellevue, OH. James has been in the industry since 2006. James is licensed in 12 states and offers financial planning, portfolio management, and asset allocation services. James's previous experience includes working with Raymond James & Associates, Inc.. James is also a member of the board of directors for several businesses in the Bellevue area. James's primary office is located at 1110 Castalia Street, Suite D, Bellevue, OH, 44811.
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.
Asset allocation services
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.
1
2
OH
11/27/2019 - Present
Ameriprise Financial Services, LLC (BELLEVUE OH)
OH
10/23/2006 - 11/04/2019
RAYMOND JAMES & ASSOCIATES, INC. (BELLEVUE OH)
BOTH
Issued 11/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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