Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonal? Claim Your ProfileLonal Lee Davis is a financial advisor with over 28 years of experience in the financial services industry. Lonal has a Series 7 and Series 63 license and has been registered with Ameriprise Financial Services, LLC since 2015. Lonal has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, trusts, and businesses. Lonal is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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
MN
10/14/2015 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
TX
02/13/2013 - 09/03/2015
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
07/12/1999 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
NY
01/10/1997 - 05/28/1999
J.C. BRADFORD & CO. (NEW YORK NY)
TX
01/04/1996 - 12/20/1996
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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