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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Joseph Davis is an investment advisor representative for Cadaret, Grant & Co., Inc. with over 34 years of experience in the financial services industry. He has worked with clients in New York, Arizona, New Jersey, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Kentucky, Maine, Michigan, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, Washington, and Wyoming. Jeffery Joseph Davis is a licensed investment advisor representative, a registered representative and a general securities principal. He is a Series 6, 7, 24, 63, and 65 licensed individual.
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.
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
NY
08/12/2011 - Present
Cadaret, Grant & CO., Inc. (HAMBURG NY)
NY
12/12/2008 - 08/23/2011
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
01/12/2007 - 12/05/2008
BRIGHTON SECURITIES CORP. (BATAVIA NY)
AZ
01/14/2005 - 02/10/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
08/16/1988 - 01/19/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
08/16/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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