Unclaimed
Michael Davis is an investment advisor representative with Empower Advisory Group, LLC. Michael Davis is a registered investment advisor in the state of Florida and has been in the industry for six years. Michael Davis was previously affiliated with Morgan Stanley and Wells Fargo Clearing Services, LLC. Michael Davis holds a Series 7, SIE, and Series 66 license. Michael Davis has specializations in asset allocation, financial planning and investment management. Empower Advisory Group, LLC is an investment advisory firm that provides a variety of services, including financial planning, portfolio management, and educational seminars. The firm has assets under management of more than $134 billion.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
05/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
08/17/2021 - 04/04/2023
MORGAN STANLEY (Temple Terrace FL)
AR
05/11/2017 - 09/16/2019
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN HOME AR)
BOTH
Issued 06/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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