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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 Joseph Davis is a financial professional with over 40 years of experience in the industry. John Davis is currently registered with Cetera Investment Advisers LLC in Massachusetts and Texas. John Davis also holds licenses in Florida and Texas as a Broker. John Davis has a diverse background having previously worked at VOYA FINANCIAL ADVISORS, INC. and The O.N. Equity Sales Company. John Davis specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (RANDOLPH MA)
MA
01/03/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (RANDOLPH MA)
MA
02/01/2008 - 12/31/2016
VOYA FINANCIAL ADVISORS, INC. (RANDOLPH MA)
MA
10/04/1999 - 02/05/2008
THE O.N. EQUITY SALES COMPANY (MILTON MA)
TX
08/05/1992 - 10/01/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MA
12/10/1981 - 09/23/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/10/1981 - 09/23/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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