Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Sue Davis is a financial professional with over 30 years of experience in the industry. Robin is a registered representative with Kovack Advisors, Inc. Robin has held previous roles at Summit Brokerage Services, Inc. and Mutual Service Corporation. Robin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
FL
01/01/2025 - Present
Kovack Advisors, Inc. (Stuart FL)
FL
08/05/2009 - 07/27/2017
SUMMIT BROKERAGE SERVICES, INC. (STUART FL)
FL
05/11/1988 - 08/06/2009
MUTUAL SERVICE CORPORATION (STUART FL)
NA
12/05/1984 - 05/17/1988
FIRST INVESTORS CORPORATION
IA
Issued 02/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/08/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robin Davis is the right advisor for you? Invested Better is here to help.
