Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Ameche Davis has been a registered representative for over 30 years. Keith has worked in the financial services industry since December 1992, having previously worked at UBS Financial Services Inc. and Josephthal Lyon & Ross Incorporated. Keith is currently a Registered Representative with Raymond James & Associates, Inc., a firm with over 7,700 registered representatives and $433 billion in assets under management. Keith holds a Series 7, Series 31, and Series 63 license.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/10/2005 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
NJ
11/16/1994 - 11/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/11/1993 - 12/02/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
CO
12/23/1992 - 05/10/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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