Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Wilson Davis is a financial advisor with over 25 years of experience in the financial services industry. Todd has a deep understanding of the investment landscape and is committed to providing personalized financial advice to clients. Todd is currently registered with Wells Fargo Clearing Services, LLC and has previously worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Todd holds Series 6, 7, 31, and 65 licenses as well as the SIE designation.
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
VA
05/13/2016 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
DC
06/01/2009 - 06/10/2016
MORGAN STANLEY (WASHINGTON DC)
DC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
DC
04/11/2000 - 04/02/2007
MORGAN STANLEY DW INC. (WASHINGTON DC)
MD
06/29/1994 - 04/12/2000
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 06/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1994
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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