Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Manetz is a financial professional with over 30 years of experience in the industry. He holds a Series 7, Series 63, and Series 65 license. Brian is currently employed by Davenport & Co. LLC, where he has been since 2008. Prior to his time with Davenport & Co. LLC, Brian worked for Wachovia Securities, LLC, First Union Brokerage Services, Inc., and A. G. Edwards & Sons, Inc. He has a proven track record of providing financial advice to individuals, businesses, and organizations. He specializes in a variety of areas, including financial planning, portfolio management, and pension consulting. Brian is dedicated to providing his clients with the highest quality financial services.
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
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2
VA
11/07/2008 - Present
Davenport & Co. LLC (Kilmarnock VA)
VA
10/01/2000 - 11/10/2008
WACHOVIA SECURITIES, LLC (FREDRICKSBURG VA)
NC
10/23/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
09/02/1992 - 10/08/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
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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