Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Hoyed Davis is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Phillip has been in the securities industry for over 20 years and has experience working with clients on financial planning, asset allocation, and portfolio management. Phillip is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 65, and SIE licenses. Phillip is also registered as an investment advisor representative in Alabama, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Previously, Phillip was affiliated with Investment Professionals, Inc. and Synovus Securities, Inc.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
GA
01/03/2020 - Present
Ameriprise Financial Services, LLC (Thomasville GA)
GA
06/26/2003 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (THOMASVILLE GA)
GA
02/21/1997 - 06/30/2003
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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