Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norris? Claim Your ProfileNorris William Davis is a financial professional with over 20 years of experience in the financial services industry. Davis is currently registered with Verus Capital Partners, LLC as an Investment Advisor Representative and has held previous roles with Securities America, Inc., Sterne Agee Financial Services, Inc., Gunnallen Financial, Inc, World Group Securities, Inc., and Janus Distributors, Inc.. Davis holds licenses for Series 6, 7, 24, 63, and 66 and has specialized in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Davis has been active in the industry since 2000.
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.
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2
CO
01/17/2017 - Present
Verus Capital Partners, LLC (LITTLETON CO)
CO
01/11/2017 - 10/29/2020
SECURITIES AMERICA, INC. (LITTLETON CO)
CO
03/29/2010 - 01/19/2017
STERNE AGEE FINANCIAL SERVICES, INC. (Littleton CO)
CO
04/11/2007 - 03/29/2010
GUNNALLEN FINANCIAL, INC (GREENWOOD VILLAGE CO)
GA
05/13/2002 - 04/23/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
CO
07/06/2000 - 02/07/2002
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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