Qualifications

George Theodore Davis, President of Davis Wealth Management

Professional Designations/Licenses:

 

  • 14 years experience in Financial Services
  • Bachelor of Science degree in Entrepreneurship and Emerging Enterprises with a concentration in Finance from Syracuse University.
  • Certified Wealth Strategist®
  • Registered Principal and Division Manager of NEXT Financial Group, Inc.
  • Investment Adviser Representative of NEXT Financial Group, Inc.
  • Licensed Series 7 (General Securities)
  • Licensed Series 24 (Securities Principal)
  • Licensed Series 51 (Municipal Fund Securities Principal)
  • Licensed Series 63 (Uniform Securities State Law)
  • Licensed Series 65 (Uniform Investment Advisor Law)
  • Licensed Insurance Agent (2-15) for:
    • Life & Health
    • Variable Life/Variable Annuities
  • Florida Insurance License Number : P085916

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