Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Ryan Davis is a financial professional who has been active in the industry since 2004. Kurt is currently registered with Ameritas Advisory Services, LLC in Clinton Township, MI. Kurt has experience working for various financial institutions, including Equtiy Services, Inc., MML Investors Services, LLC, and Pruco Securities, LLC. Kurt holds several licenses, including Series 6, 7, 26, 63, and 65.
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.
Solicitor fees
1
2
MI
09/28/2022 - Present
Ameritas Advisory Services, LLC (CLINTON TWP MI)
MI
08/10/2021 - 09/29/2022
REGULUS FINANCIAL GROUP, LLC (Troy MI)
MI
06/20/2019 - 01/04/2021
EQUITY SERVICES, INC. (CLINTON TOWNSHIP MI)
MI
01/30/2018 - 06/21/2019
MML INVESTORS SERVICES, LLC (Clinton Township MI)
MI
07/01/2016 - 11/27/2017
PRUCO SECURITIES, LLC. (TROY MI)
MI
04/20/2015 - 06/29/2016
W&S BROKERAGE SERVICES, INC. (CLINTON TOWNSHIP MI)
MI
05/30/2012 - 03/20/2015
ESSEX NATIONAL SECURITIES, LLC (MADISON MI)
MI
04/22/2009 - 05/04/2012
CCO INVESTMENT SERVICES CORP. (DETROIT MI)
MI
11/21/2007 - 03/31/2009
NATCITY INVESTMENTS, INC. (CLAWSON MI)
MI
11/12/2004 - 11/15/2007
METLIFE SECURITIES INC. (TROY MI)
MI
11/12/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)
CA
01/27/2004 - 11/22/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
07/21/2003 - 11/10/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
11/04/2002 - 05/09/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 02/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Davis is the right advisor for you? Invested Better is here to help.
