Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Crawley is a financial professional based in Roanoke, VA. Catherine holds both the Series 7TO and SIE licenses and has been active in the securities industry since June 2023. She is registered as a representative of Davenport & Co. LLC which has offices in both Roanoke and Richmond. Catherine can offer financial and investment services to a variety of clients including individuals, businesses, high net worth individuals, charitable organizations, and more.
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
06/22/2023 - Present
Davenport & Co. LLC (ROANOKE VA)
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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