Unclaimed
Jared Quentin Davis is a registered representative with Equity Services, Inc. based in Columbus, Ohio. Jared has been in the financial services industry since January 11, 2016. Jared Quentin Davis has been with Equity Services, Inc. since March 2, 2017. Prior to that, Jared was a registered representative with Touchstone Securities, Inc. and W&S Brokerage Services, Inc. Jared is licensed to sell securities in California, Florida, Indiana, Kentucky, Missouri, North Carolina, Ohio, and Pennsylvania. Jared also holds the Series 6, 7, 63, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/02/2017 - Present
Equity Services, Inc. (COLUMBUS OH)
OH
10/12/2016 - 02/13/2017
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
OH
01/01/2016 - 10/10/2016
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
BC
Issued 04/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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