Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Davis is a financial professional with over 7 years of experience in the financial services industry. Drew is currently registered with Charles Schwab & Co., Inc. in Texas. Drew also has experience with TD Ameritrade, INC. Drew holds licenses for Series 63, 66, and 7 securities exams along with the Securities Industry Essentials (SIE) exam. Drew works in the Lone Tree, CO office of Charles Schwab & Co., Inc. and is registered in the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
10/06/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
02/09/2017 - 07/29/2024
TD AMERITRADE, INC. (WestLake TX)
BOTH
Issued 06/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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