Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mykal? Claim Your ProfileMykal G Davis is a financial advisor with over 16 years of experience in the industry. Mykal has a strong track record of success in helping clients achieve their financial goals. Currently, Mykal is registered with Oneamerica Securities, Inc. in Indianapolis, IN. Mykal has extensive experience in various financial markets, having worked with several notable firms, including Principal Securities, Inc., Patrick Capital Markets, LLC, Transamerica Capital, Inc., Cole Capital Corporation, Wunderlich Securities, Inc., Russell Financial Services, Inc., Lincoln Financial Distributors, Inc., Hartford Securities Distribution Company, Inc., Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., United Capital Markets, Inc., Stephens Inc., and Hoefer & Arnett, Incorporated. Mykal holds Series 63, SIE, and Series 7 licenses. Mykal is a trusted advisor who is committed to providing clients with personalized financial guidance.
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.
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
IN
12/18/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
03/04/2020 - 11/16/2022
PRINCIPAL SECURITIES, INC. (COSTA MESA CA)
CA
03/12/2018 - 03/04/2020
PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)
CO
08/28/2017 - 02/23/2018
TRANSAMERICA CAPITAL, INC. (DENVER CO)
AZ
06/01/2015 - 10/18/2016
COLE CAPITAL CORPORATION (PHOENIX AZ)
CA
10/21/2014 - 04/22/2015
WUNDERLICH SECURITIES, INC. (San Francisco CA)
WA
05/14/2014 - 11/10/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
PA
06/12/2012 - 04/28/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/23/2010 - 06/18/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
01/01/2008 - 11/09/2009
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
01/03/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)
CA
08/15/2006 - 11/29/2006
UNITED CAPITAL MARKETS, INC. (ENCINO CA)
FL
07/15/2005 - 07/18/2006
STEPHENS INC. (ST PETERSBURG FL)
CA
01/20/2004 - 06/17/2005
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
AR
10/15/2003 - 12/10/2003
STEPHENS INC. (LITTLE ROCK AR)
BC
Issued 11/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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