Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. Joseph has over 34 years of experience in the financial services industry. Joseph holds a Series 7, Series 9, Series 10, Series 63, and Series 65 license. Joseph is registered to offer investment advisory services in North Carolina and Texas. Joseph's firm, Raymond James Financial Services Advisors, Inc., has a strong history of providing financial planning and investment management services to individuals, businesses, and institutions. Joseph's practice specializes in a variety of areas including retirement planning, college savings, and estate planning.
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
11/30/2010 - Present
Raymond James Financial Services Advisors, Inc. (MARION NC)
NC
10/25/1989 - 11/21/2006
EDWARD JONES (MARION NC)
IA
Issued 03/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Davis is the right advisor for you? Invested Better is here to help.
