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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Charles Davis is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has a strong background in investment management, working for several prominent financial institutions, including Lehman Brothers Inc., Salomon Smith Barney Inc., and LPL FINANCIAL LLC. He is currently registered with Osaic Wealth, Inc. and is a registered investment advisor in New Hampshire. Jeffrey specializes in providing comprehensive financial planning services to individuals, families, and businesses. His services include portfolio management, retirement planning, college savings, and estate planning.
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
NH
01/24/2025 - Present
Osaic Wealth, Inc. (WINDHAM NH)
NH
03/14/2003 - 05/17/2016
LPL FINANCIAL LLC (WINDHAM NH)
NY
07/31/1993 - 03/25/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/18/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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