Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawrence Davis is a financial advisor with over 23 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc. and is located in the Lenoir, NC office of Signature Wealth Group. Previously, John worked for SunTrust Investment Services, Inc. and First Citizens Investor Services, Inc. John is a Series 6, 7, 63 and 66 licensed professional. John specializes in a variety of financial products and services including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Lenoir NC)
SC
03/22/2013 - 09/27/2019
SUNTRUST INVESTMENT SERVICES, INC. (CHARLESTON SC)
NC
03/06/2002 - 03/25/2013
FIRST CITIZENS INVESTOR SERVICES, INC. (LENOIR NC)
OH
03/26/1998 - 02/22/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 10/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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