Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei? Claim Your ProfileMei Wang Davidson is a registered investment advisor representative with Sb Advisory, Llc, and has been in the industry since 2017. Mei holds a Series 7, Series 66, and SIE license. Mei has a background in business management, with experience at Morgan Stanley, CRRC MA Corporation, and True North Analytical Ltd. LLC. Mei specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Mei has a strong focus on working with high-net-worth individuals. Sb Advisory, Llc provides advisory services to both individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
GA
05/06/2024 - Present
SAN Blas Securities LLC (ATLANTA GA)
MA
06/06/2017 - 03/28/2024
MORGAN STANLEY (Wellesley MA)
BOTH
Issued 06/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mei Davidson is the right advisor for you? Invested Better is here to help.
