Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thaddeus Davis is an investment advisor representative with MML Investors Services, LLC. William has been in the securities industry since 1983. William holds Series 6, Series 63, and Series 65 licenses. William is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). William is also registered in the states of Florida, Georgia, Maryland, Massachusetts, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. MML Investors Services, LLC is a registered investment advisor and broker-dealer.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
02/03/2000 - Present
MML Investors Services, LLC (NEWPORT NEW VA)
NA
02/24/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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