Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rae? Claim Your ProfileRae Denise Haulk davis is a financial advisor at WMG Financial Advisors, LLC, a firm located in Knoxville, Tennessee. Rae is registered with the state of Tennessee. Rae has been in the industry since 1994 and has experience in portfolio management for individuals, businesses and pooled investment vehicles. Rae also has experience in financial planning and pension consulting.
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.
Consulting
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
TN
01/22/2025 - Present
WMG Financial Advisors, LLC (Ooltewah TN)
TN
12/08/2017 - 12/31/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CHATTANOOGA TN)
TN
09/19/2016 - 12/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (OOLTEWAH TN)
TN
01/03/1996 - 09/20/2016
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
GA
05/13/1994 - 01/12/1995
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
02/14/1994 - 04/20/1994
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Rae Haulk davis is the right advisor for you? Invested Better is here to help.
