Unclaimed
Mark Kenneth Davis is a financial advisor with PNC Capital Advisors LLC, located in Atlanta, Georgia. Mark has over 18 years of experience in the financial services industry and holds the Series 6, 7, 24, and 66 licenses. Mark is a Certified Financial Planner™ professional and a Director of Duluth High School Bank Booster, a non-profit fundraising and volunteer organization for the Duluth High School band programs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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.
1
2
GA
07/01/2020 - Present
PNC Capital Advisors LLC (Atlanta GA)
GA
11/05/2014 - 03/24/2020
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/30/2005 - 11/05/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/18/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
PA
10/30/1996 - 05/26/1999
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Davis is the right advisor for you? Invested Better is here to help.