Unclaimed
Stewart Bram Davis is a financial advisor with over 5 years of experience in the industry. Stewart has a Series 63, SIE and Series 79 license. Stewart is currently registered with City Capital Advisors, LLC. Previously, Stewart was registered with Dresner Investment Services, Inc. and Locust Walk Securities, LLC. Stewart is registered in Illinois and Florida.
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
IL
08/18/2022 - Present
City Capital Advisors, LLC (CHICAGO IL)
IL
04/09/2020 - 08/22/2022
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
01/04/2017 - 03/27/2020
LOCUST WALK SECURITIES, LLC (BOSTON MA)
BC
Issued 04/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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