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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stephen Davis is a financial professional with over 20 years of experience in the industry. James is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. James specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. James is also registered as a Registered Representative with FINRA. James holds the Series 6, 7, 24, 26, 51 and 66 securities licenses, as well as the SIE exam. James has been a financial professional at Eagle Strategies LLC since 2011.
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.
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
FL
05/04/2022 - Present
Eagle Strategies LLC (TAMPA FL)
BOTH
Issued 02/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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