Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mac? Claim Your ProfileMac Davis Hargrove is a financial advisor with over 25 years of experience in the industry. Mac has a strong background in both brokerage and investment advisory services, having previously worked at Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Mac currently holds a Series 7, Series 31 and Series 63 license as well as the Series 65 and SIE exams. Mac is registered with Raymond James & Associates, Inc. in the states of Texas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, Tennessee, and Washington. Mac is committed to providing personalized financial advice to individuals and families.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
09/06/2016 - Present
Raymond James & Associates, Inc. (Dallas TX)
TX
07/30/2007 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (DALLAS TX)
TX
02/03/1996 - 08/04/2007
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
IA
Issued 02/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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