Charmaine
Davis
Citizens Securities, Inc
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About this Advisor
Charmaine Davis is a financial advisor based in Middletown, Delaware, working with Citizens Securities, Inc. Charmaine has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T, Allstate Insurance, State Farm Insurance, Express Factory Outlet, Live Ops Independent Contractor, Vera Bradley, Gap, Bank Of America, N.A, and Citizens Securities Inc. Charmaine has passed the Series 66 regulatory exam and is registered to provide services in Alaska, Arizona, Delaware, Maryland, New York, North Carolina, and Pennsylvania. Currently, Charmaine is part of Citizens Securities, Inc, which operates out of Middletown, Delaware. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Charmaine Davis Work History
Citizens Securities Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bb&T
Allstate Insurance
State Farm Insurance
Express Factory Outlet
Vera Bradley
Gap
Live Ops Independent Contractor
Disclosures
Please visit the SEC profile of Charmaine Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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