Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edwin Davidson is a financial advisor who has been in the industry since November 18, 2000. He is currently registered with Charles Schwab & CO., Inc. in Orlando, Florida and has previously worked for VALIC FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC., and DEAN WITTER REYNOLDS INC. James Davidson holds a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31 licenses. James Edwin Davidson specializes in providing financial advice to individuals and has been registered as an investment advisor representative with the State of Florida since June 23, 2006.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
06/23/2006 - Present
Charles Schwab & CO., Inc. (Orlando FL)
TX
11/02/2005 - 05/23/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/07/2000 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/07/1998 - 04/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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