Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Franklin Sellers is an investment advisor representative with Davenport & Co. LLC. Charles has been working in the financial industry since August 1988 and has been registered with the state of Virginia since January 2003. Previously, Charles worked at NATHAN & LEWIS SECURITIES, INC. in New York, New York. Charles has passed the Series 6, 7, 63 and 65 exams, along with the Securities Industry Essentials exam (SIE). Charles is also a Chartered Financial Consultant. Davenport & Co. LLC is a full-service investment firm with over 200 employees and offices across the United States. Davenport & Co. LLC specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
01/13/2003 - Present
Davenport & Co. LLC (ROANOKE VA)
NY
03/05/2001 - 01/13/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/02/1988 - 03/27/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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