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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 Lane Davis is a registered investment advisor representative with PKS Advisory Services, LLC. Jeffrey Lane Davis has been in the industry since 1985 and has worked at several firms including Michigan Securities, Inc., Sigma Financial Corporation and USA Financial Group, Inc. Jeffrey Lane Davis is licensed in several states including Michigan, Florida, Indiana, North Carolina and Texas. Jeffrey Lane Davis specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. Jeffrey Lane Davis also serves as president and operations manager of Davis Brinks Wealth Management and provides insurance advice through PKS Financial.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2020 - Present
PKS Advisory Services, LLC (ALBANY NY)
MI
11/17/2003 - 07/14/2020
MICHIGAN SECURITIES, INC. (Portage MI)
MI
10/08/1993 - 11/14/2003
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
TX
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
AZ
09/21/1993 - 10/05/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/08/1987 - 12/23/1992
USA FINANCIAL GROUP, INC.
NA
02/21/1985 - 09/22/1987
JNL EQUITY CORP.
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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