Unclaimed
Levi Hamilton Davis is a financial advisor based in Dallas, Texas. He is registered with Siebert Williams Shank & Co., LLC and has been in the industry since June 1, 1999. Levi has a strong background in municipal securities and holds the Series 52, 53, and 63 licenses, as well as the SIE. He has a proven track record of success in the financial services industry, having previously worked at firms such as Backstrom McCarley Berry & Co., LLC and Siebert, Brandford, Shank & Co., L.L.C. Levi is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
1
2
TX
04/08/2019 - Present
Siebert Williams Shank & CO., LLC (DALLAS TX)
CA
08/21/2015 - 04/05/2019
BACKSTROM MCCARLEY BERRY & CO., LLC (SAN FRANCISCO CA)
TX
05/29/1998 - 09/04/2013
SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (HOUSTON TX)
CA
01/02/1990 - 08/29/1990
GRIGSBY BRANDFORD POWELL INC. (SAN FRANCISCO CA)
NA
12/03/1987 - 03/19/1988
RAUSCHER PIERCE REFSNES, INC.
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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