Unclaimed
Julia Marie Davis is a financial advisor with Cambridge Investment Research, Inc. She is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 99TO and SIE licenses. Julia has been in the financial services industry for over 2 years. Her current registration began on October 20, 2023.
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.
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.
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IA
10/20/2023 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
BC
Issued 10/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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