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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabrenia? Claim Your ProfileTabrenia Lynn Davidson is a financial advisor with over 20 years of experience in the industry. Tabrenia is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses. Currently, Tabrenia is registered with Wells Fargo Clearing Services, LLC and provides financial advice to clients in Colorado and Texas. Before joining Wells Fargo, Tabrenia worked for various other financial institutions like BANCWEST INVESTMENT SERVICES, INC., KEY INVESTMENT SERVICES LLC, and U.S. BANCORP INVESTMENTS, INC. Tabrenia is also a 50% owner of FOURD, LLC, a property management company.
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
CO
07/31/2023 - Present
Wells Fargo Clearing Services, LLC (LOUISVILLE CO)
CO
09/21/2011 - 06/28/2017
BANCWEST INVESTMENT SERVICES, INC. (ARVADA CO)
CO
12/06/2010 - 09/16/2011
KEY INVESTMENT SERVICES LLC (DENVER CO)
CO
10/16/2008 - 12/03/2010
U.S. BANCORP INVESTMENTS, INC. (NORTHGLENN CO)
CO
03/15/2002 - 02/01/2007
WM FINANCIAL SERVICES, INC. (CENTENNIAL CO)
CA
10/12/2001 - 02/21/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/01/1999 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
UT
05/01/1998 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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