Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davena? Claim Your ProfileDavena Marie Yee has been in the financial services industry since November 2007. Davena is a registered representative with CGC Financial Services, and is licensed in Oregon and Texas. Davena holds Series 6, 7, 63, and 66 licenses and the SIE exam. Davena specializes in providing financial planning services to individuals, corporations, and charitable organizations. Davena is committed to providing her clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OR
10/20/2016 - Present
CGC Financial Services (LAKE OSWEGO OR)
BOTH
Issued 08/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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