Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Davies is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Moors & Cabot, Inc. and has previously worked for WRP Investments, Inc., Keogler, Morgan & Company, Inc., and American Express Financial Advisors Inc. Jeffrey is a Series 65 and Series 63 licensed advisor. He also holds the Series 7 and SIE licenses. Jeffrey provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/25/2007 - Present
Moors & Cabot, Inc. (POLAND OH)
OH
08/24/2005 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (YOUNGSTOWN OH)
OH
08/11/2005 - 07/14/2006
MOORS & CABOT, INC. (YOUNGSTOWN OH)
OH
01/27/1997 - 08/16/2005
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
GA
05/02/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MN
11/05/1992 - 05/07/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1992 - 05/07/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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