Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Kay Davis is a registered investment advisor representative with over 20 years of experience in the financial services industry. Sheila Kay Davis is currently registered with Morgan Stanley and has held previous positions with Morgan Stanley & Co. Incorporated, American Century Investment Services Inc., and Waddell & Reed, Inc. Sheila Kay Davis is licensed to provide investment advice in multiple states, including Kansas, Missouri, and Texas. Sheila Kay Davis holds a variety of industry certifications, including the Series 6, 7, 31, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KS
03/26/2020 - Present
Morgan Stanley (Leawood KS)
MO
12/18/2007 - 06/02/2009
MORGAN STANLEY & CO. INCORPORATED (KANSAS CITY MO)
MO
01/01/1996 - 03/29/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
06/08/1987 - 11/22/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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