Unclaimed
Cabell Birdsong is a financial advisor with over 59 years of experience in the industry. Cabell has held positions at Investors Security Company, Inc., Securities America, Inc., and currently is registered with Osaic Wealth, Inc. Cabell is registered as an Investment Advisor Representative in Georgia and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (HAMPTON VA)
VA
10/19/1964 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
IA
Issued 04/03/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/07/1979
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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