Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Davis is an investment advisor representative at The Huntington Investment Co. in Byron Center, Michigan. Mark has over 24 years of experience in the financial services industry. He is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Mark specializes in providing financial advice and investment management services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals. Mark has previously worked at Cetera Investment Services LLC, Raymond James & Associates, Inc., NatCity Investments, Inc., Primevest Financial Services, Inc., Princor Financial Services Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
10/14/2021 - Present
THE Huntington Investment Co. (BYRON CENTER MI)
MI
08/25/2009 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (KALAMAZOO MI)
MI
07/18/2008 - 08/03/2009
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
09/26/2007 - 07/31/2008
NATCITY INVESTMENTS, INC. (GRAND RAPIDS MI)
MI
01/22/2002 - 09/24/2007
PRIMEVEST FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
IA
07/03/2001 - 01/22/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
10/24/1996 - 12/31/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
07/31/1996 - 08/26/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1996 - 08/26/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
05/10/1996 - 07/15/1996
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 01/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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