Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frederick Davis is a financial advisor with over 6 years of experience in the industry. William is currently registered with P.j. Robb Variable, LLC and holds Series 6, Series 63 and SIE licenses. William has worked in the financial services industry since 2017, and is licensed to provide financial advice in 21 states.
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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NC
08/21/2017 - Present
P.j. Robb Variable, LLC (Charlotte NC)
BC
Issued 07/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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