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 with over 30 years of experience in the financial services industry. William is currently registered as a Broker-Dealer and Investment Advisor Representative with Robert W. Baird & Co. Inc. Prior to joining Robert W. Baird & Co. Inc., William worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. William has a wide range of experience in the financial services industry, including experience in investment banking, securities trading, and investment management. William holds the Series 3, 7, 63, and 65 licenses. William specializes in providing financial advice to high-net-worth individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
08/10/2010 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
06/01/2009 - 08/20/2010
MORGAN STANLEY SMITH BARNEY (FT. WORTH TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FT. WORTH TX)
NY
01/30/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
07/20/1992 - 09/17/1992
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 04/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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