Qualifications
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
- Life & Health
- Florida Insurance License Number : P085916