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Myles W Davis

Cetera Financial Specialists LLC

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About Myles W Davis

Myles W. Davis is a financial advisor with Cetera Financial Specialists LLC and several other Cetera companies. Myles W. Davis has been a financial advisor for 7 years and is licensed in 53 states and is a Registered Options Principal, Municipal Fund Securities Principal and General Securities Principal.

Firm Information

Myles Davis is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Myles Davis’s Registration & Firm History

CA

08/16/2021 - Present

Cetera Financial Specialists LLC (SAN DIEGO CA)

CA

09/09/2015 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2019

Series 4 - Registered Options Principal Examination

BC

Issued 12/21/2017

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/04/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Myles W Davis.
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