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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joel Davis is a financial advisor at Brokers International Financial Services, LLC. John has been working in the financial services industry since 1990. John is registered to provide investment advice in California, Idaho, and New Mexico. John specializes in working with high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. John provides services such as investment advisory, portfolio management, financial planning, educational seminars, publication of periodicals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
ID
09/03/2014 - Present
Brokers International Financial Services, LLC (BOISE ID)
ID
09/27/2007 - 07/28/2011
H. BECK, INC. (MERIDIAN ID)
ID
07/18/2007 - 10/01/2007
MULTI-FINANCIAL SECURITIES CORPORATION (MERIDIAN ID)
ID
12/17/2004 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (MERIDIAN ID)
CT
01/01/2004 - 12/17/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
12/09/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
12/04/2001 - 12/02/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
OH
05/20/1998 - 12/17/1999
SKY INVESTMENTS, INC. (BRYAN OH)
CA
04/01/1996 - 05/21/1998
UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)
NA
08/08/1994 - 04/01/1996
BANCAL INVESTMENT SERVICES, INC.
OR
09/24/1992 - 08/07/1994
U.S. BANCORP SECURITIES (PORTLAND OR)
UT
01/26/1990 - 08/17/1992
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
RI
08/13/1987 - 06/26/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/02/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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