Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Davis is an Investment Advisor Representative at Wells Fargo Advisors Financial Network, LLC with over 17 years of experience in the financial services industry. Annie is registered with FINRA and is licensed to provide investment advice in 21 states. Prior to joining Wells Fargo Advisors Financial Network, LLC, Annie worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Annie holds the Series 7, Series 66 and SIE licenses. Annie also owns 20% of DAVIS WEALTH MANAGEMENT, LLC.
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
MD
03/20/2020 - Present
Wells Fargo Advisors Financial Network, LLC (OLNEY MD)
DC
10/29/2012 - 03/23/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 05/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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