Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Davis is an investment advisor representative with American Portfolios Advisors, Inc. Vincent has been in the industry since 1994 and is licensed in several states including Florida, Georgia, North Carolina, Ohio, Tennessee, Virginia and West Virginia. Vincent also holds the Series 6, 7 and 65 licenses as well as the SIE. Vincent provides financial advice, management, and investment planning services to individuals, businesses, and charitable organizations. Vincent was previously an insurance agent for Benchmark Financial Services in Johnson City, TN. Vincent is committed to providing his clients with personalized financial advice and guidance.
Johnson City, TN
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.
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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TN
10/11/2024 - Present
Osaic Wealth, Inc. (Johnson City TN)
TN
12/16/2008 - 07/14/2016
WOODBURY FINANCIAL SERVICES, INC. (JOHNSON CITY TN)
TN
07/10/2008 - 12/16/2008
SECURITIES SERVICE NETWORK, INC. (JOHNSON CITY TN)
TN
09/19/2001 - 06/13/2008
ALLSTATE FINANCIAL SERVICES, LLC (JOHNSON CITY TN)
MN
10/03/1996 - 10/03/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MD
03/01/1995 - 10/04/1996
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
MN
12/21/1993 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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