Michele Davis, financial advisor Sun City Center FL
81 score

Michele Davis

CRD Number: 1324569
Current Firm: Ameriprise Financial Services, Inc.

Michele Davis (CRD# 1324569) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Sun City Center, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Sun City, FL Jan 2012 - Current 4
Keller Williams Realty Apollo Beach, FL Jan 2008 - Current 8
Raymond James Financial Services Apollo Beach, FL Apr 2009 - Jan 2010 < 1
Raymond James Financial Services, Inc. Tampa, FL Jul 2008 - Feb 2009 < 1
Axa Advisors, LLC Tampa, FL Mar 2007 - Jun 2008 1
Greenfield Homes Apollo Beach, FL Jun 2007 - Jan 2008 < 1
Sotheby's International Realty Belleair Bluffs, FL Apr 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S66 NASAA Uniform Combined State Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michele C. Davis
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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