Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Davis is a financial advisor with over 14 years of experience in the industry. He is registered with Benjamin F. Edwards & Company, Inc. and is licensed to provide investment advice in multiple states. Previously, Robert worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC, where he served clients for nearly a decade. Robert's areas of expertise include financial planning, portfolio management for businesses and individuals, 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.
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
AR
01/12/2023 - Present
Benjamin F. Edwards & Company, Inc. (Hot Springs Village AR)
AR
12/05/2014 - 01/25/2023
WELLS FARGO CLEARING SERVICES, LLC (HOT SPRINGS VILLAGE AR)
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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