Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gage? Claim Your ProfileGage Davidson is a financial advisor who has been in the industry since 2011. Davidson is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since October 2022. Previously, Davidson worked at Morgan Stanley. Davidson has passed the Series 6, Series 7, Series 63, and Series 65 exams and has a background in portfolio management for individuals and businesses. Davidson specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
10/13/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
WI
09/26/2018 - 10/18/2022
MORGAN STANLEY (Milwaukee WI)
WI
04/25/2016 - 07/30/2018
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
01/23/2012 - 04/29/2016
MORGAN STANLEY (MEQUON WI)
WI
02/15/2011 - 11/21/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 03/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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