Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Kristine Davis is a registered representative with Raymond James & Associates, Inc. Megan has been working in the securities industry since 2007. Megan is a licensed securities professional, holding both Series 6 and 7 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Megan is also licensed in 26 states. In addition to her role at Raymond James & Associates, Inc., Megan is also the owner of an independent distributor business.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/20/2020 - Present
Raymond James & Associates, Inc. (ANN ARBOR MI)
MI
03/12/2009 - 09/23/2010
CHASE INVESTMENT SERVICES CORP. (ANN ARBOR MI)
MI
03/28/2007 - 12/03/2008
CHASE INVESTMENT SERVICES CORP. (ANN ARBOR MI)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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