Michele DavisCRD 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 29 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ameriprise Financial Services, Inc.||Sun City, FL||Jan 2012 - Current||6|
|Keller Williams Realty||Apollo Beach, FL||Jan 2008 - Jan 2012||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
- Financial Issue
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY