Unclaimed
Kevin Davidson is a financial professional with over 10 years of experience in the industry. Kevin is currently registered with Wells Fargo Securities, LLC, and is licensed to provide investment advice in all 50 states, as well as the District of Columbia and Puerto Rico. Kevin holds a Series 7, Series 63, Series 66, and Series 79 license.
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.
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.
1
2
TX
03/21/2018 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
TX
03/14/2014 - 05/04/2016
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
TX
04/03/2007 - 02/07/2008
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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