Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Todd Davis is a registered representative with Southeast Investments, N.c., Inc. in Dillon, South Carolina. Jonathan has been in the securities industry since 1989. Jonathan has been registered with Southeast Investments, N.c., Inc. since 2008. Jonathan has a Series 6, Series 63, and SIE license. Prior to joining Southeast Investments, N.c., Inc., Jonathan worked at ING FINANCIAL PARTNERS, INC., Locust Street Securities, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company and The Prudential Insurance Company of America.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
SC
01/15/2008 - Present
Southeast Investments, N.c., Inc. (DILLON SC)
SC
01/01/2004 - 01/17/2008
ING FINANCIAL PARTNERS, INC. (DILLON SC)
IA
05/19/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
07/31/1995 - 05/11/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/31/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
05/26/1989 - 05/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Davis is the right advisor for you? Invested Better is here to help.
