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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Davis is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Tina has been in the financial services industry since 2003. Tina holds Series 7, Series 24, Series 53, and Series 63 licenses, as well as the SIE and Series 87 exams. Tina has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and 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
MO
04/18/2008 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
04/18/2008 - 05/09/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
TX
07/16/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
12/15/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/12/2003
Series 7 - General Securities 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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