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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Davies is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Anne has been in the financial services industry since September 1998 and has a diverse background with experience at several prominent firms including Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Anne holds Series 7 and Series 63 licenses and is a registered investment advisor in Ohio and Texas. Anne specializes in providing financial planning and portfolio management services for individuals, businesses, and institutions. Anne is committed to helping clients achieve their financial goals and providing them with the guidance they need to make informed financial decisions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
07/18/2011 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
06/29/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
MN
09/25/1998 - 06/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1998 - 06/22/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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