Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gray Davis has over 20 years of experience in the financial services industry. Joseph currently works with LPL Financial LLC. Previously, Joseph worked with Ameriprise Financial Services, LLC, Morgan Stanley and Wells Fargo Advisors, LLC. Joseph offers financial planning and portfolio management services for individuals, businesses and charitable organizations. Joseph specializes in providing consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
10/27/2023 - Present
LPL Financial LLC (WINSTON SALEM NC)
NC
09/26/2014 - 10/30/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Winston Salem NC)
NC
11/04/2011 - 10/16/2014
MORGAN STANLEY (WINSTON-SALEM NC)
NC
10/22/2004 - 11/07/2011
WELLS FARGO ADVISORS, LLC (WINSTON-SALEM NC)
MO
06/02/2003 - 03/11/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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