Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Luv Davis is an experienced financial advisor with over 20 years of experience in the financial services industry. Kasey is a CERTIFIED FINANCIAL PLANNER™ professional and currently works as a registered representative for Centaurus Financial, Inc. Kasey has previously worked with Signal Securities, Inc., Mutual Service Corporation, and SunAmerica Securities, Inc. Kasey is registered in multiple states and holds Series 6, 7, 24, 63, and 65 licenses.
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.
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.
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2
TX
04/26/2013 - Present
Centaurus Financial, Inc. (BELTON TX)
TX
09/05/2003 - 12/31/2008
SIGNAL SECURITIES, INC. (BUDA TX)
MA
04/16/2001 - 07/22/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
02/14/1998 - 05/02/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/24/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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