Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrell? Claim Your ProfileJerrell Deonte Smith is a registered representative with Davenport & Co. LLC in Richmond, VA. Jerrell has been in the securities industry for over 1 year and specializes in providing financial planning and portfolio management services for individuals, businesses, and investment companies. Prior to joining Davenport & Co. LLC, Jerrell was associated with WELLS FARGO CLEARING SERVICES, LLC in St. Louis, MO. Jerrell holds the Securities Industry Essentials Examination (SIE) and Operations Professional Examination (Series 99TO) licenses.
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
07/11/2022 - Present
Davenport & Co. LLC (RICHMOND VA)
MO
11/23/2019 - 06/09/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 11/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2019
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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