Unclaimed
Robert Davies is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Fidelity Brokerage Services LLC, a firm with a strong reputation for providing comprehensive financial solutions to clients. Robert's experience spans various aspects of the financial services industry, including securities, investment company products, and variable contracts. Robert is a highly qualified professional with extensive knowledge and experience in serving clients' financial needs.
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.
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2
NH
07/10/2000 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
MA
10/05/1999 - 04/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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