Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penelope? Claim Your ProfilePenelope Davis is a financial professional with over 20 years of experience in the industry. Penelope is currently registered with Allstate Financial Services, LLC and is licensed to conduct business in Alabama, California, Florida, Georgia, Louisiana, North Carolina, Ohio, South Carolina and Texas. Prior to joining Allstate Financial Services, LLC, Penelope worked with American Skandia Marketing, Inc. and Chase Investment Services Corp. Penelope holds Series 6, 63 and 65 licenses as well as the SIE exam.
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
FL
04/11/2003 - Present
Allstate Financial Services, LLC (BOYNTON BEACH FL)
CT
08/01/2000 - 04/05/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IL
12/19/1996 - 02/05/1998
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
GA
05/01/1995 - 01/01/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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