Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aric? Claim Your ProfileAric Norman Wagner has been a registered representative in the financial industry since 1992. Aric is currently registered with Davenport & Co. LLC and has been with the firm since 1994. Previously, Aric worked at WHEAT, FIRST SECURITIES, INC. Aric holds Series 7, 24, 63 and 65 licenses and is registered in multiple states across the United States.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/22/1997 - Present
Davenport & Co. LLC (FREDERICKSBURG VA)
NC
08/19/1992 - 05/06/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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