Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Vincent Davis is a registered representative with Wells Fargo Clearing Services, LLC. Elias has been in the securities industry since 2005 and is currently registered in Texas. Elias is a licensed investment advisor representative and has been with Wells Fargo Clearing Services, LLC since 2015. Prior to that, Elias worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Advisors, LLC. Elias has a strong track record of providing financial advice and investment management services to clients in the Houston area. Elias holds the Series 7 and Series 66 securities licenses, as well as the SIE exam.
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
TX
10/16/2015 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
10/01/2012 - 10/29/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
12/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
05/08/2007 - 12/02/2010
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
03/30/2005 - 02/28/2007
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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