Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael E. Davis is a financial advisor with Raymond James & Associates, Inc. Michael has been in the financial industry since 2003. Michael is a Series 7 and 63 licensed advisor and has the Series 24 Principal Exam. Michael is currently registered with the following states: Arizona, Arkansas, California, Delaware, Florida, Georgia, Idaho, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Tennessee, Utah, Virginia, and West Virginia. Michael has a history of working with individuals, corporations, high net worth individuals, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions. Michael also provides portfolio management for businesses and individuals. Michael is committed to providing exceptional service to his clients.
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
TN
07/14/2023 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
09/02/2008 - 05/30/2023
TRUIST SECURITIES, INC. (MEMPHIS TN)
TN
12/03/2002 - 08/14/2008
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities 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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