Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Davis is a financial advisor in Rocky River, OH, with over 35 years of experience in the financial services industry. William is currently registered with Cambridge Investment Research Advisors, Inc., and holds Series 6, Series 63, and SIE licenses. William has been with Cambridge Investment Research Advisors, Inc. since 2019. William was previously registered with FSC SECURITIES CORPORATION. William has a diverse background, having worked with firms including Intersecurities, Inc., New England Securities, The O.N. Equity Sales Company, Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation, and Aetna Life Insurance and Annuity Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Rocky River OH)
OH
10/26/2004 - 10/11/2019
FSC SECURITIES CORPORATION (ROCKY RIVER OH)
FL
01/29/2003 - 10/29/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/08/2001 - 02/04/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
05/06/1999 - 02/16/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CA
01/19/1990 - 05/17/1999
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
01/19/1990 - 08/01/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CT
07/14/1988 - 02/06/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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