Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fletcher Davis is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, based in Pasadena, CA. William Davis is a registered representative and investment advisor representative, holding multiple industry licenses, including Series 3, 6, 7, 9, 10, 23, 24, 63, and 65. William Davis has been working in the financial services industry since 1994. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, William Davis worked at Fidelity Brokerage Services LLC. William Davis specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CA
08/15/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
CA
01/13/1994 - 07/16/2014
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2021
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 09/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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