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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 Davis is a financial advisor with over 29 years of experience in the financial industry. Jeffrey has been with M Holdings Securities, Inc. since 2003. Prior to joining M Holdings Securities, Inc., Jeffrey was employed by several other firms. Jeffrey specializes in providing financial advice to individuals, corporations, and businesses. Jeffrey's expertise includes financial planning, investment management, and pension consulting. Jeffrey also holds the Series 6, Series 26, and Series 63 licenses as well as the SIE exam.
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
CA
09/16/2003 - Present
M Holdings Securities, Inc. (IRVINE CA)
OH
12/17/1999 - 07/22/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 12/17/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
07/22/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
07/30/1997 - 06/12/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
08/18/1994 - 10/15/1996
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MA
07/15/1992 - 09/15/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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