Robert W. Davis Email and Phone Number
Robert W. Davis work email
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Robert W. Davis personal email
Robert W. Davis phone numbers
I have been in practice since 1991. I work with individuals, business owners and executives in the areas of: Estate Tax Reduction Strategies, Business Succession/Continuity Planning, Business Fringe Benefits, Retirement Planning and Investment Planning.Specialties: FINRA (formerly known as NASD) Licenses: Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Law Exam).Wealth Preservation Solutions, LLC45 Eisenhower Drive, Suite 550Paramus, NJ 08762201-632-2040RWDAVIS@WPSLLC.NETwww.wealthpreservationsolutionsllc.comwww.finra.orgwww.sipc.orgSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures
Claris Advisors Llc
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Cfp® Ripc®Claris Advisors Llc Apr 2015 - Present -
Certified Financial Planner®Wealth Preservation Solutions, Llc Feb 2008 - Present
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Certified Financial Planner®Lincoln Financial Advisors Feb 2003 - Feb 2008
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Certified Financial Planner®Signator Investors, Inc. May 1991 - Feb 2003
Robert W. Davis Skills
Robert W. Davis Education Details
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Retirement Income Certified Professional® Designation -
College Of Financial PlanningFinancial Planning -
Business Administration
Frequently Asked Questions about Robert W. Davis
What company does Robert W. Davis work for?
Robert W. Davis works for Claris Advisors Llc
What is Robert W. Davis's role at the current company?
Robert W. Davis's current role is Certified Financial Planner®, Retirement Income Certified Professional®, Wealth Preservation Solutions, LLC.
What is Robert W. Davis's email address?
Robert W. Davis's email address is rw****@****llc.net
What is Robert W. Davis's direct phone number?
Robert W. Davis's direct phone number is +120163*****
What schools did Robert W. Davis attend?
Robert W. Davis attended The American College Of Financial Services, College Of Financial Planning, Ramapo College Of Nj.
What skills is Robert W. Davis known for?
Robert W. Davis has skills like Retirement Planning, Estate Planning, Strategic Financial Planning, Investment Advisory, Investments, Asset Managment, Succession Planning, Risk Management, Series 7, Wealth Management, Retirement, Series 63.
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