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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Davis is a financial advisor with Commonwealth Financial Network, headquartered in Waltham, MA. Leroy has been in the industry since 1978 and has over 40 years of experience. Leroy holds the Series 6, 7, 22, 24, and 63 licenses. Leroy is a Chartered Financial Consultant (ChFC®) and has a wide range of experience, including investment management, financial planning, and pension consulting. Leroy has provided advisory services to various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
08/12/2020 - Present
Commonwealth Financial Network (Hopkinton NH)
NH
01/05/2001 - 07/01/2020
COMMONWEALTH FINANCIAL NETWORK (MANCHESTER NH)
NY
05/03/1999 - 01/10/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/14/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
09/09/1982 - 11/04/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 03/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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