Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Davis is a financial advisor with over 30 years of experience in the financial services industry. Mark is registered as a broker-dealer and investment advisor with Osaic Wealth, Inc. Prior to joining Osaic Wealth, Mark held positions with Securities America, Inc., Dalton Strategic Investment Services Inc., Haas Financial Products, Inc., CUNA Brokerage Services, Inc., New England Securities, and Phoenix Equity Planning Corporation. Mark has a wide range of experience in financial planning, portfolio management, and insurance. Mark is committed to helping individuals and families achieve their financial goals. Mark holds Series 7, 24, 51 and 63 securities licenses and Series 65 investment advisory licenses.
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (FARMINGTON HILLS MI)
MI
06/12/2014 - 06/14/2024
SECURITIES AMERICA, INC. (FARMINGTON HILLS MI)
MI
01/05/2011 - 07/01/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (SOUTHFIELD MI)
MI
08/26/1996 - 12/31/2010
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
IA
03/05/1996 - 08/23/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MI
06/16/1995 - 03/18/1996
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
IA
04/05/1993 - 06/28/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
07/22/1992 - 04/12/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
MI
10/10/1991 - 07/06/1992
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
CT
03/22/1991 - 09/16/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
10/26/1990 - 02/19/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/1990 - 02/19/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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