Unclaimed
Donnell Borden Cobb is a registered representative and investment advisor representative with Davenport & Co. LLC, a firm based in Richmond, Virginia. Donnell has over 20 years of experience in the financial services industry, having worked previously with UBS PaineWebber Inc., J.C. Bradford & Co., Dean Witter Reynolds Inc., and Reynolds Securities, Inc. Donnell specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, 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
1
2
NC
05/18/2001 - Present
Davenport & Co. LLC (RALEIGH NC)
NJ
08/14/2000 - 06/22/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/02/1991 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
02/24/1978 - 01/04/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/09/1970 - 02/24/1978
REYNOLDS SECURITIES, INC.
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 05/17/1965
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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