Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Davidson is a financial advisor with Synovus Securities, Inc., registered with the Securities and Exchange Commission (SEC) since 2003. James has a broad range of experience in the financial services industry, having worked previously at SunTrust Investment Services, Inc. James has a strong track record of working with individuals, high-net-worth individuals, corporations and charitable organizations. James also offers a variety of advisory services, including financial planning, portfolio management, and educational seminars. James is committed to providing his clients with the highest level of personalized service and helping them achieve their financial goals.
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.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
10/06/2023 - Present
Synovus Securities, Inc. (LAGRANGE GA)
GA
07/25/2003 - 06/17/2016
SUNTRUST INVESTMENT SERVICES, INC. (LAGRANGE GA)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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