Unclaimed
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 25 years of experience in the industry. Jeffrey currently works for Kovack Advisors, Inc. and Kovack Securities, Inc. Jeffrey is licensed to provide financial advice in Connecticut, Florida, Georgia, Illinois, New York, North Carolina, South Carolina, and West Virginia. Jeffrey is a Series 6, 7, 24, 63, and 65 licensed advisor. Jeffrey also provides life insurance and fixed insurance products to clients through his role as a Kovack Securities General Agent.
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.
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
FL
11/04/2013 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
CT
07/11/2001 - 11/01/2013
HARVEST CAPITAL LLC (WETHERSFIELD CT)
CA
06/28/2000 - 01/11/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
11/22/1995 - 06/29/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
06/22/1994 - 10/24/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/1994 - 10/24/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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