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Sheric Helen michelle Davis

Fidelity Brokerage Services LLC

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About Sheric Helen michelle Davis

Sheric Helen michelle Davis is a registered representative with Fidelity Brokerage Services LLC in Durham, North Carolina. Sheric holds the Series 7TO, Series 63, Series 9, Series 10 and SIE licenses. Sheric has been in the industry for 2 years and has a track record of success in providing investment advice.

Firm Information

Sheric Davis is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sheric Davis’s Registration & Firm History

NC

01/27/2022 - Present

Fidelity Brokerage Services LLC (DURHAM NC)

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Licenses & Designations

BC

Issued 02/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/22/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sheric Helen michelle Davis.
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