Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas William Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. Thomas has been in the industry since 1993, and has a wide range of experience in financial planning, investment management, and retirement planning. Thomas is committed to helping clients achieve their financial goals, and provides personalized advice and guidance to meet their individual 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
01/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (MUNCIE IN)
IN
11/19/2008 - 11/02/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MUNCIE IN)
IN
04/14/2004 - 11/19/2008
CITY SECURITIES CORPORATION (MUNCIE IN)
OH
07/24/1997 - 04/15/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/18/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
07/01/1997 - 07/23/1997
NATCITY INVESTMENTS, INC.
MO
08/11/1993 - 07/02/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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