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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damon? Claim Your ProfileDamon Davis is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Damon has been in the financial industry since June 10, 1995. Prior to joining Wells Fargo Advisors Financial Network, LLC, Damon worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Damon is registered in several states, including Texas, Arkansas, Florida, Louisiana, Minnesota, Ohio, Oklahoma, Tennessee, and Virginia. Damon is also a Certified Financial Planner. Damon's firm offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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
05/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BEAUMONT TX)
TX
08/22/2008 - 05/03/2024
WELLS FARGO CLEARING SERVICES, LLC (BEAUMONT TX)
TX
08/12/2004 - 09/02/2008
WELLS FARGO INVESTMENTS, LLC (ORANGE TX)
CA
01/01/1999 - 08/12/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
04/17/1997 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
12/06/1996 - 04/17/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
01/06/1995 - 07/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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