Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Volter? Claim Your ProfileVolter Davoudi is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Volter has been in the financial services industry since 1995 and has held licenses with multiple firms throughout their career. Volter has a history of experience with UBS Financial Services Inc., Dean Witter Reynolds Inc. and Wells Fargo Clearing Services, LLC. Volter is registered to provide investment advice and sell securities in Arizona, California, Colorado, Florida, Minnesota, Nevada, Oregon, Washington, and Wisconsin. Volter is a financial professional who can assist with financial planning, portfolio management 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.
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
CA
10/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SAN JOSE CA)
CA
01/31/2007 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
12/18/1998 - 02/27/2007
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
NY
10/20/1995 - 01/06/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Volter Davoudi is the right advisor for you? Invested Better is here to help.
