Unclaimed
Martha Davenport is a financial advisor with Fidelity Brokerage Services LLC, a firm that provides financial advice and products. Martha has been working in the financial industry for more than 20 years. She has a broad range of experience, including working with clients in Massachusetts, Rhode Island, Texas and Utah.
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
RI
08/18/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
03/19/2018 - 06/09/2022
SANTANDER SECURITIES LLC (Dorchester MA)
MA
01/11/2016 - 04/04/2016
CITIZENS SECURITIES, INC. (DEDHAM MA)
NJ
08/04/2015 - 08/31/2015
LPL FINANCIAL LLC (CHERRY HILL NJ)
MA
01/01/2009 - 01/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
05/25/1999 - 05/12/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Martha Davenport is the right advisor for you? Invested Better is here to help.