Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Davis is a financial advisor who has been in the industry since April 2015. Rebecca is currently registered with Fidelity Personal and Workplace Advisors and holds a Series 6, Series 7, Series 63, and Series 66 securities licenses. Rebecca has previous experience with JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Huntington Investment Company. Rebecca specializes in portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
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
KY
07/13/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MI
12/05/2019 - 04/06/2021
INFINEX INVESTMENTS, INC. (Canton MI)
MI
07/30/2019 - 10/07/2019
THE HUNTINGTON INVESTMENT COMPANY (WATERFORD MI)
MI
06/12/2018 - 06/13/2019
J.P. MORGAN SECURITIES LLC (HUNTINGTON WOODS MI)
MI
01/30/2018 - 03/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
10/01/2012 - 03/15/2016
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
BOTH
Issued 06/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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