Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Bradley Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., with over 10 years of experience in the industry. Keith is registered with the state of Tennessee as both a Broker/Dealer and Investment Advisor Representative. He is Series 7 and Series 66 licensed, and holds the Securities Industry Essentials Examination (SIE) certification. Keith has been active in the financial services industry since 2007, previously working for First Tennessee Brokerage, Inc. Keith works with a wide range of clients including individuals, corporations, and trusts. He is also involved with Pinnacle Asset Management and Pinnacle Bank as a Trust Manager.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
01/19/2007 - 01/14/2008
FIRST TENNESSEE BROKERAGE, INC. (NASHVILLE TN)
BOTH
Issued 12/6/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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