Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lee Davis is a financial advisor in Bonita Springs, FL. John has been working in the financial services industry since 1994. John holds Series 6, 7, 63 and 65 licenses. John has been registered with Packerland Brokerage Services, Inc. since 2012. Previously, John was registered with Allied Beacon Partners, Inc. and American Beacon Partners, Inc. John specializes in financial planning, investment management, pension consulting, and selection of other advisors. John's clients include individuals, high net worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
FL
04/25/2012 - Present
Packerland Brokerage Services, Inc. (Bonita Springs FL)
VA
02/22/2011 - 06/27/2011
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
WI
07/06/1993 - 02/22/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
IA
Issued 04/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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