Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Eugene Davis is a financial advisor who has been in the industry since January 1995. Wallace Eugene Davis is currently registered with American Portfolios Financial Services, Inc. in Bloomfield, Indiana and has a Series 6 and SIE license. Wallace Eugene Davis has also been registered with Questar Capital Corporation, American General Securities Incorporated, Franklin Financial Services Corporation, and Mariner Financial Services, Inc. in the past.
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.
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2
IN
05/16/2007 - Present
American Portfolios Financial Services, Inc. (BLOOMFIELD IN)
IN
01/07/2004 - 05/15/2007
QUESTAR CAPITAL CORPORATION (BLOOMFIELD IN)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/30/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
FL
12/23/1994 - 12/31/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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