Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasmine? Claim Your ProfileJasmine Davis is a financial advisor with LPL Financial LLC, based in Fort Mill, South Carolina. Jasmine has over 16 years of experience in the financial services industry. Prior to joining LPL Financial, Jasmine worked at Morgan Stanley, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC. Jasmine holds a Series 66 license and has passed the Series 7, Series 9, Series 10, Series 24, Series 3, and Series 99TO exams.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/20/2024 - Present
LPL Financial LLC (FORT MILL SC)
MD
11/26/2020 - 05/22/2024
MORGAN STANLEY (Bethesda MD)
NC
04/13/2015 - 10/21/2020
WELLS FARGO CLEARING SERVICES, LLC (DURHAM NC)
MO
08/22/2008 - 04/16/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TX
07/16/2010 - 07/18/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
08/22/2008 - 07/18/2011
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
08/22/2008 - 07/18/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
VA
06/11/2007 - 08/08/2008
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
01/01/2007 - 04/26/2007
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 07/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/20/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jasmine Davis is the right advisor for you? Invested Better is here to help.
