Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kimbrough Davis is a financial advisor at Raymond James & Associates, Inc., with a branch office located in St. Petersburg, Florida. John has been in the industry for over 10 years and holds a Series 7 and Series 63 license. John also has a Series 86 and Series 87 license which allow the advisor to provide research and analysis to clients. John has a strong background in financial planning and portfolio management. John works with a variety of clients, including individuals, families, and businesses. John is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/22/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
GA
04/19/2012 - 03/15/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
NY
03/10/2011 - 12/14/2011
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BC
Issued 04/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/18/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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