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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 Robert Davidson has been in the financial services industry since 1996. John is currently registered with Osaic Institutions, Inc. in Massachusetts as both a Registered Representative and an Investment Adviser Representative. John is also registered in several other states as a Registered Representative. John has worked with several financial institutions in the past including Commonwealth Financial Network, State Street Global Markets, LLC, Russell Fund Distributors, Inc., Rydex Distributors, Inc., Fidelity Investments Institutional Services Company, Inc., Eaton Vance Distributors, Inc., John Hancock Funds, Inc., and CCB & T Investment Company, Inc. John has a strong understanding of the financial services industry and is committed to providing his clients with the highest quality of service.
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.
Solicitation services for other advisers
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
11/20/2012 - Present
Osaic Institutions, Inc. (HYANNIS MA)
MA
08/11/2010 - 04/27/2011
COMMONWEALTH FINANCIAL NETWORK (HYANNIS MA)
MA
02/28/2002 - 01/26/2010
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
WA
06/21/2001 - 02/28/2002
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
MD
06/07/2000 - 06/06/2001
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
RI
09/15/1998 - 05/30/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
11/01/1996 - 06/05/1998
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
10/08/1996 - 11/01/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
04/23/1996 - 09/24/1996
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
10/17/1995 - 02/28/1996
C C B & T INVESTMENT COMPANY, INC. (HYANNIS MA)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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