Unclaimed
Michael Trent Davis is a financial advisor with over 17 years of experience in the financial industry. Michael is currently registered with J.P. Morgan Institutional Investments Inc. and has a Series 66, Series 7, and SIE. Michael has previously been registered with Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed to provide financial advice in Georgia, Kentucky, New York, North Carolina, Ohio, South Carolina, and Tennessee.
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
OH
07/05/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
09/10/2008 - 06/15/2011
CHASE INVESTMENT SERVICES CORP. (PICKERINGTON OH)
PA
02/08/2005 - 08/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBURG PA)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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