Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Edwin Davis is a financial advisor who has been in the industry since 2015. Ross is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2024. Previously, Ross was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Ross holds Series 7, 9, and 66 licenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/05/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ocala FL)
FL
05/22/2019 - 04/09/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
FL
08/28/2015 - 05/24/2019
MORGAN STANLEY (OCALA FL)
BOTH
Issued 09/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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