Unclaimed
Robert Matthew Davis is an investment advisor representative registered with the state of South Carolina since September 2010. Robert is also registered in North Carolina since July 2019. Robert is currently associated with Allstate Financial Services, LLC. He has held the Series 6 and Series 63 licenses since 2010 and has also passed the SIE Exam. He is based in Anderson, SC.
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
SC
09/01/2010 - Present
Allstate Financial Services, LLC (ANDERSON SC)
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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