Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phinizy? Claim Your ProfilePhinizy Davis is a financial advisor with over 17 years of experience in the industry. Phinizy is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2023. Phinizy has also held previous positions at Wells Fargo Clearing Services, LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Phinizy provides a variety of financial services, including investment consulting, financial planning, pension consulting, and portfolio management. Phinizy is dedicated to helping clients achieve their financial goals.
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.
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2
GA
06/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Atlanta GA)
GA
01/04/2022 - 06/23/2023
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
03/25/2020 - 12/17/2021
MORGAN STANLEY (Atlanta GA)
GA
03/18/2011 - 03/10/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
06/26/2008 - 02/18/2011
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
02/02/2006 - 03/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
MO
09/21/2005 - 11/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 03/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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