Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davetter? Claim Your ProfileDavetter T Pettiford is a financial professional with over 25 years of experience in the industry. Davetter is currently registered with Principal Securities, Inc. and has been with the firm since May 2022. Previously, Davetter worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, from April 1994 to October 2015. Davetter holds Series 6, 7, 63, 65 and 66 licenses. Davetter also holds the SIE license. Davetter is a financial advisor who provides a wide range of services to individuals and businesses. Davetter is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
05/25/2022 - Present
Principal Securities, Inc. (Charlotte NC)
NC
04/11/1994 - 10/28/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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