Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Orell Davis is an investment advisor representative with MML Investors Services, LLC in Memphis, TN. Marvin has been in the securities industry for 10 years. Marvin is registered with the state of Tennessee as an Investment Advisor Representative (IAR). Marvin has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Marvin has experience working with individuals, corporations, trusts, charitable organizations, pension and profit-sharing plans, insurance companies, and banking and thrift institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TN
02/18/2020 - Present
MML Investors Services, LLC (Memphis TN)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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