Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tanner Davis is a financial advisor with D.a. Davidson & Co., located in Winston Salem, North Carolina. William has been a registered representative for over two years. William has been in the financial industry since November 13, 2020. William holds Series 7TO, Series 63, and Series 66 licenses. William has experience with a variety of financial products and services, including portfolio management for individuals and businesses, as well as financial planning. In addition to his role at D.a. Davidson & Co., William is also the owner of Buried Secrets, LLC, a non-investment related business. William is a licensed investment advisor representative in North Carolina and Texas.
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.
A percentage of the total value of assets under management is charged.
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2
NC
01/24/2023 - Present
D.a. Davidson & Co. (Winston Salem NC)
NC
10/10/2022 - 12/01/2022
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
11/04/2020 - 10/11/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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