Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Davis is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Douglas has been in the industry since 1987 and has a wide range of experience in the financial services industry. Douglas is a registered representative in several states and holds a Series 7, Series 24, Series 31, Series 63 and Series 65 license. Douglas specializes in providing investment consulting services to institutional clients, financial planning, 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.
1
2
MS
11/29/2010 - Present
Wells Fargo Advisors Financial Network, LLC (STARKVILLE MS)
OR
03/16/2007 - 11/24/2010
UBS FINANCIAL SERVICES INC. (LAKE OSWEGO OR)
OR
04/30/1999 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (LAKE OSWEGO OR)
NY
03/02/1998 - 04/30/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
09/21/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
08/01/1990 - 04/02/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/1990 - 04/02/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TN
05/23/1985 - 08/08/1990
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 05/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Davis is the right advisor for you? Invested Better is here to help.
