Broker Check

Investment Adviser, Stock Broker

I am Nathan James Davis. A Financial Consultant and Stockbroker with 14 years of experience working with 3 prestigious brokerage firms in the U.S.

At the moment, I partner with Platinum Index Group (CRD#:361) where I help clients meet their desired financial targets with strategic investing in the stock, digital & foreign exchange market. I have obtained Thirty-two (32) State Registration Licenses and passed four (4) Brokerage Qualification Examinations.

Financial Consulting

I offer financial consulting services to people in need of some financial planning and restructuring. I'll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.

Stock Brokerage

I partner with LPL Financial to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with the trading of stocks and also give substantial advice on stocks to trade.

Digital Currency Trading

Apart from Stock Brokerage, I am an Expert Trader in Forex & Cryptocurrency. I do a great deal of research for my clients in order to efficiently advise on the tokens to daytrade with, or invest in for a long period.

My Services

Financial Consulting
Stock Brokerage
Investment Advisory
Digital Assets Trading

Ready to take your next big financial step?


Working History

2007 - Present (14 years)

Stock Broker | Investment Adviser

Platinum Index Group (CRD#:361)
2006 - 2007 (1 year)

Stock Broker | Investment Adviser



State Securities Law Exam
Series 66 - Uniform Combined State Law Examination
[Mar 24, 2006]
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
[Oct 1, 2018]
Series 7 - General Securities Representative Examination
[Mar 13, 2006]


Contact Me