Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Vernon Davis is a financial advisor with MML Investors Services, LLC based in Mobile, Alabama. Leroy has been in the industry since 1984 and has experience providing financial advice to individuals and businesses. Leroy holds several professional licenses, including the Series 6, Series 22 and Series 63 licenses. Leroy is also a Chartered Financial Consultant. Leroy is experienced in providing financial planning, pension consulting, and portfolio management services. Leroy has worked with both MML Investors Services, LLC, and MSI Financial Services, Inc.. Leroy is committed to helping clients reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AL
03/25/2017 - Present
MML Investors Services, LLC (MOBILE AL)
AL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOBILE AL)
AL
12/19/1984 - 01/02/2015
NEW ENGLAND SECURITIES (MOBILE AL)
BC
Issued 01/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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