Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Davenport is a financial professional with over 14 years of experience in the industry. Joan is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Joan was registered with FIRST CLEARING, LLC. Joan holds the Series 7, Series 99TO and SIE licenses. Joan is located in GLEN ALLEN, Virginia, and serves clients in a variety of areas, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Joan is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
MO
04/30/2012 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
04/14/2009 - 12/02/2011
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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