Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leonardo Davis is an investment advisor representative, currently registered with IC Advisory Services, Inc., and has been in the industry since June 14, 1972. Davis has a broad range of experience, previously working with H. Beck, Inc. and FSC Securities Corporation. He holds a Series 65, Series 63, Series 7TO, SIE, and Series 1 license, and is also a Certified Financial Planner and Chartered Financial Consultant. In addition to his work with IC Advisory Services, Inc., Davis is also the owner of Davis Planning Associates, Inc. and Living Capital Group (DBA of Davis 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
DC
07/09/2020 - Present
IC Advisory Services, Inc. (WASHINGTON DC)
DC
11/01/1994 - 01/31/2020
H. BECK, INC. (Washington DC)
GA
07/26/1989 - 11/01/1994
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/03/1984 - 07/17/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
06/07/1972 - 08/03/1984
MANEQUITY, INC.
NA
03/14/1974 - 10/11/1978
CG EQUITY SALES COMPANY
IA
Issued 02/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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