Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lovetta? Claim Your ProfileLovetta Davies is an investment advisor representative for Wells Fargo Clearing Services, LLC. Lovetta has been in the financial services industry since May 2018 and has experience with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lovetta holds Series 66, Series 7 and SIE licenses. Lovetta has experience working with individuals, corporations and other businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Lovetta's current firm offers a variety of investment advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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
TX
08/21/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
05/02/2018 - 01/11/2024
MORGAN STANLEY (Houston TX)
NJ
05/01/2017 - 12/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 06/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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