Rebecca Davis (CRD# 6107171) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 11 years of experience in the finance industry.
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
CRD# 1283765
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Birmingham, MI | May 2021 - Current | 2 |
| Infinex Investments | Meriden, CT | Dec 2019 - Apr 2021 | 1 |
| Flagstar Bank | Canton, MI | Nov 2019 - Apr 2021 | 1 |
| The Huntington Investment Company | Columbus, OH | Jul 2019 - Oct 2019 | < 1 |
| The Huntington National Bank | Waterford, MI | Jul 2019 - Oct 2019 | < 1 |
| Jpmorgan Chase Bank, N.a. | Huntington Woods, MI | Jun 2018 - May 2019 | < 1 |
| J.p. Morgan Securities, LLC | Huntington Woods, MI | Jun 2018 - May 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills, MI | Jan 2018 - Mar 2018 | < 1 |
| Bank Of America Corporation/merrill Lynch | Auburn Hills, MI | Jan 2018 - Mar 2018 | < 1 |
| Rebecca Davis | W Bloomfield, MI | Mar 2016 - Jan 2018 | 1 |
| J.p. Morgan Securities, LLC | Birmingham, MI | Oct 2012 - Mar 2016 | 3 |
| Jpmorgan Chase Bank, N.a. | Birmingham, MI | Jun 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- MI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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