Unclaimed
Layne Royce Davis is a financial advisor currently registered with PFS Investments Inc. in Moreno Valley, CA. Layne has over 39 years of experience in the financial industry. Layne holds Series 6, 26, and 63 licenses and has been registered with the state of California since 1985. They currently have a firm IAScope of "Active" with PFS Investments Inc. Layne primarily offers portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/19/1985 - Present
PFS Investments Inc. (MORENO VALLEY CA)
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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