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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamella? Claim Your ProfileKamella Davis is a financial advisor at Morgan Stanley. Kamella has been in the financial services industry for 25 years. Kamella's experience includes working at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Kamella holds Series 3, 7, 9, 10, 24, 63, 66, 99TO, and SIE licenses. Kamella is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
08/08/2022 - Present
Morgan Stanley (Tampa FL)
MO
04/15/2014 - 06/08/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/08/2009 - 04/08/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/14/2006 - 03/11/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
07/08/1997 - 10/25/2006
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 3 - National Commodity Futures Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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