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Jody Paul Davidson

Fidelity Brokerage Services LLC

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About Jody Paul Davidson

Jody Paul Davidson is a financial professional with over 15 years of experience in the industry. Currently, Jody is associated with Fidelity Brokerage Services LLC. Jody has previously held roles at National Financial Services LLC. Jody holds the Series 7 and SIE licenses.

Firm Information

Jody Davidson is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jody Davidson’s Registration & Firm History

TX

07/29/2013 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

12/24/2013 - 03/30/2015

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

TX

10/13/2008 - 07/02/2013

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jody Paul Davidson.
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