Unclaimed
Matthew Franklin Davis is a financial advisor with Redmont Capital Markets LLC, with a focus on providing investment advice and guidance to clients. Matthew has been in the industry since 1995 and has a strong track record of success. He holds a variety of licenses and certifications, including Series 3, 7, 9, 10, and 63, as well as the SIE. Matthew has worked for several prominent financial institutions, including J.P. Morgan Securities LLC, Robert W. Baird & Co. Incorporated, and Perigee Securities LP. Matthew is committed to providing his clients with the highest level of service and expertise, and he is passionate about helping them achieve their financial goals.
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
AL
10/19/2023 - Present
Redmont Capital Markets LLC (Birmingham AL)
FL
06/08/2020 - 08/03/2023
PERIGEE SECURITIES LP (SARASOTA FL)
IL
08/27/2018 - 06/02/2020
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
IL
10/01/2008 - 08/28/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
10/17/1996 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
01/10/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/28/1993 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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