Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzette? Claim Your ProfileSuzette Ali Davis is a financial advisor with over 10 years of experience in the industry. Suzette is registered with J.P. Morgan Securities LLC and has a current registration in several states including California, Florida, Louisiana and Texas. Suzette is also registered to offer investment advisory services in California, Florida, Louisiana and Texas. Suzette is committed to providing her clients with personalized financial advice and guidance. Suzette has a proven track record of success in helping her clients achieve their financial goals. Suzette holds the Series 6, Series 7 and Series 66 securities licenses as well as the SIE exam. Suzette has previously held positions with UBS Financial Services Inc. and Chase Investment Services Corp.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
08/22/2015 - Present
J.p. Morgan Securities LLC (OVIEDO FL)
LA
04/24/2013 - 08/12/2014
UBS FINANCIAL SERVICES INC. (BATON ROUGE LA)
LA
11/14/2012 - 04/25/2013
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
07/06/2005 - 04/06/2009
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
IL
04/24/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 07/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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