Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davon? Claim Your ProfileDavon Antionne Smith is a financial advisor at Mariner Wealth. Davon has been in the industry since September 2022 and has a Series 7, SIE, and Series 66 license. Before joining Mariner Wealth, Davon worked at Vanguard Marketing Corporation. Davon has experience working with individuals, businesses, pension and profit-sharing plans, corporations, insurance companies, charitable organizations, banking or thrift institutions, and pooled investment vehicles. Davon offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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GA
07/15/2024 - Present
Mariner Wealth (Atlanta GA)
PA
09/27/2022 - 08/01/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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