Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Raymond Davis is a financial advisor registered with Valic Financial Advisors, Inc.. Stephen has been in the industry for over 25 years and has a diverse background. Stephen is a registered representative and investment advisor representative. Stephen has earned a number of licenses and certifications including Series 6, 7, 24, 51, 63 and 65. Stephen is registered in 50 states and is available to assist clients with various financial 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
FL
08/16/2021 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
FL
05/17/2001 - 11/12/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/15/1999 - 04/25/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
02/20/1998 - 05/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MD
02/08/1995 - 12/16/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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