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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Duane Davis is an Investment Advisor Representative with Ofg Financial Services, Inc. based in Beloit, KS. Robert has been in the industry since 1987 and is registered to provide investment advisory services in Kansas and Missouri. Robert Davis has a strong commitment to helping individuals and businesses achieve their financial goals. His experience and knowledge of the financial markets makes him a valuable resource for his clients. Robert Duane Davis is a Certified Financial Planner and has passed the Series 7 and Series 63 exams. Robert Davis holds a Series 63 license. The firm, Ofg Financial Services, Inc., is a Registered Investment Advisor located in Topeka, KS.
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.
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.
Timing services provided by others
1
2
KS
09/30/2005 - Present
OFG Financial Services, Inc. (BELOIT KS)
MN
11/25/1987 - 04/15/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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