Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leverett? Claim Your ProfileLeverett Davis is a financial advisor at Ameriprise Financial Services, LLC, located in Damariscotta, ME. Leverett has over 40 years of experience in the financial services industry. Leverett is also registered as an Investment Advisor Representative and is a licensed agent in 12 states. Leverett specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and high-net-worth clients. Leverett has previously worked at Wells Fargo Clearing Services, LLC, RBC Capital Markets, LLC, and Advest, Inc. Ameriprise Financial Services, LLC is a large financial services firm with over $479 billion in assets under management. Ameriprise Financial Services, LLC provides financial planning, investment management, and insurance services to individual and institutional clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
ME
10/19/2020 - Present
Ameriprise Financial Services, LLC (Damariscotta ME)
ME
09/26/2013 - 10/19/2020
WELLS FARGO CLEARING SERVICES, LLC (DAMARISCOTTA ME)
ME
11/30/2005 - 10/04/2013
RBC CAPITAL MARKETS, LLC (DAMARISCOTTA ME)
ME
03/21/1989 - 12/20/2005
ADVEST, INC. (DAMARISCOTTA ME)
MA
08/02/1983 - 03/29/1989
TUCKER, ANTHONY & R. L. DAY, INC. (BOSTON MA)
NA
05/19/1983 - 08/19/1983
BOSTON BAY CAPITAL, INC.
NA
02/04/1982 - 04/18/1983
A. G. EDWARDS & SONS, INC.
NA
10/24/1980 - 02/04/1982
BURBANK & COMPANY, INC.
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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