Unclaimed
Jeffrey Paul Davis is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Vanguard Marketing Corp. in Charlotte, NC. Before that, Jeffrey worked at EMMETT A LARKIN COMPANY, INC. in San Francisco, CA and SKY INVESTMENTS, INC. in Bryan, OH. Jeffrey is licensed to sell securities 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.
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.
1
2
NC
05/14/2004 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
CA
02/22/2000 - 01/16/2003
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
OH
08/12/1999 - 02/17/2000
SKY INVESTMENTS, INC. (BRYAN OH)
BOTH
Issued 12/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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