Unclaimed
Sheridan Riley Davis is a financial professional registered with Pimco Investments LLC. Sheridan's career in the securities industry began on August 23, 2021. Sheridan holds the Series 63, Series 7TO, and SIE exams and is currently registered in 53 states and the District of Columbia. Sheridan can provide services to both retail and institutional investors and can assist with various investment needs.
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.
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.
1
2
TX
08/24/2021 - Present
Pimco Investments LLC (Austin TX)
BC
Issued 09/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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