Charles Lee Davis
Investment adviser representative at Federated Securities Corp.
33 yearsExperience
1 stateRegistered in
$0Firm assets
17 yearsFirm in business
Are you Charles Lee Davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Seminars and workshops
Experience
33 years in the industry.
- Federated Securities Corp.Jan 2000 to now
- Federated Hermes, Inc.Jun 1993 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Federated Securities Corp.
$0Assets managed
0Clients
2Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4132351
- Firm CRD
- 5009