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Serena L. Davis

Serena L. Davis

Registered Principal, Investment Advisor Representative

CA Insurance License # 0D11699

Serena L. Davis received her Bachelor of Science degree in Liberal Studies from California State University Stanislaus in June of 2000. She minored in Applied Studies, the principals of management in an educational system. 

Presently, Serena is an Investment Advisor Representative and Registered Principal with United Planners Financial Services. She has passed the FINRA General Securities Representative exam, the FINRA General Securities Principal exam, and the Uniform Combined State Law exam. Additionally, Serena holds a Variable Life Agent Disability and Health License in the State of California. 

Serena began with the ability to sell life insurance; then continued her education to become licensed in general securities. As an Investment Advisor Representative of United Planners, Serena has the ability to look at complex scenarios and develop complete financial plans for clients, thus helping enable them to achieve their financial goals. 

In 2005, Serena became Branch Manager of Pacific Financial Group. She continues to pursue education in the financial field in order to offer the most current information available. Serena completes numerous advanced educational programs annually.