Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whittington Davis has been in the financial services industry since 1991. Robert is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC. Robert holds a Certified Financial Planner designation and has passed the Series 6, 7, 63, 65 and SIE exams. Robert has experience in investment advisory services, portfolio management for businesses and individuals, and financial planning. Robert has previously worked with The Lincoln National Life Insurance Company, Signator Investors, Inc., John Hancock Mutual Life Insurance Company and Lincoln Financial Advisors Corporation. Robert is registered to provide investment advice in New Jersey and Texas.
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.
1
2
NJ
07/27/2023 - Present
Kestra Advisory Services, LLC (Paramus NJ)
NJ
02/10/2003 - 02/26/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHELLE PARK NJ)
IN
02/10/2003 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
05/03/1991 - 02/07/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/03/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Davis is the right advisor for you? Invested Better is here to help.
