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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 registered representative of Commonwealth Financial Network, a firm with over 2,950 registered representatives and over 3,300 investment advisor representatives. Jeffrey has been working in the financial services industry since January 24, 2004. Prior to joining Commonwealth Financial Network, Jeffrey worked for ISAAK BOND INVESTMENTS, INC., NATIONAL SECURITIES CORPORATION, WINSLOW, EVANS & CROCKER, INC. and UBS FINANCIAL SERVICES INC. Jeffrey is licensed to conduct business in 53 states and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
05/02/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
CO
05/23/2022 - 04/07/2023
ISAAK BOND INVESTMENTS, INC. (LAKEWOOD CO)
MA
03/18/2021 - 05/18/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
04/17/2007 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
NJ
02/26/2004 - 07/29/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
04/04/2002 - 02/12/2004
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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