Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Davidson is a financial advisor with over 40 years of experience in the industry. Anne is currently registered with Wells Fargo Clearing Services, LLC. Anne is also registered in 27 states and has earned her Series 3, 5, 63, 65, and 7 licenses. Anne specializes in investment consulting services for institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Anne has also been actively involved in several charitable organizations.
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
TX
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
NY
06/03/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 06/04/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/22/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
10/28/1982 - 03/19/1985
PAINEWEBBER INCORPORATED
NA
04/13/1981 - 11/04/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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