Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edin? Claim Your ProfileEdin Terzimehic is a registered investment advisor representative with Davenport & Co. LLC, a firm headquartered in Richmond, VA. Edin has over 20 years of experience in the financial services industry. Edin holds multiple industry licenses, including Series 7, 10, 24, 50, 53, 54, 63 and 65. Edin specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, businesses, and institutional clients. Edin is also a board member of the Visual Arts Center of Richmond.
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
09/09/2008 - Present
Davenport & Co. LLC (RICHMOND VA)
NJ
05/08/2003 - 09/08/2008
WACHOVIA SECURITIES, LLC (SUMMIT NJ)
IA
Issued 12/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 12/26/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/14/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edin Terzimehic is the right advisor for you? Invested Better is here to help.
