Unclaimed
Todd Jeremy Davison is a financial advisor with Centerview Partners LLC based in New York, New York. Davison has been in the industry since 1998 and holds the Series 7, Series 79TO and SIE licenses. Previously, Todd was a registered representative for Morgan Stanley & Co. LLC in New York.
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
NY
09/11/2013 - Present
Centerview Partners LLC (NEW YORK NY)
NY
09/02/1998 - 06/07/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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