Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Davis is a financial advisor with over 30 years of experience in the financial services industry. Michele is a registered representative of LPL Financial LLC and currently serves clients in Sun City Center, FL. Michele has worked with a number of firms over the years, including Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc., and AXA Advisors, LLC. Michele has a strong background in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Michele has also held several leadership positions in the financial services industry, including Branch Manager. Michele is committed to helping her clients 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.
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.
Consulting and other non-discretionary advisory services
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
FL
09/17/2019 - Present
LPL Financial LLC (SUN CITY CENTER FL)
FL
02/07/2012 - 05/28/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SUN CITY CENTER FL)
FL
04/27/2009 - 01/07/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/15/2008 - 02/09/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/16/2007 - 07/08/2008
AXA ADVISORS, LLC (TAMPA FL)
AZ
07/17/2001 - 03/22/2005
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
05/01/2001 - 08/03/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
09/09/1996 - 05/03/2001
SWS FINANCIAL SERVICES (DALLAS TX)
NJ
09/16/1994 - 09/04/1996
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
07/12/1993 - 09/20/1994
NATIONSSECURITIES
NY
09/22/1987 - 07/12/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/02/1986 - 09/22/1987
E. F. HUTTON & COMPANY INC
NA
03/24/1986 - 04/24/1986
MICHELIN AND COMPANY, INC.
NA
02/19/1986 - 03/27/1986
E. F. HUTTON & COMPANY INC
NA
02/19/1986 - 03/14/1986
F.D. ROBERTS SECURITIES, INC.
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1998
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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