Unclaimed
John Whitfield Vetrovec is a financial advisor with Davenport & Co. LLC. John has been in the financial services industry since January 24, 2001 and has been registered with Davenport & Co. LLC since January 16, 2009. Previously, John was a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. John holds the Series 66, Series 7 and SIE licenses. John is a Certified Financial Planner. John’s areas of expertise include retirement planning, estate planning, insurance, mutual funds, stocks and bonds. John is registered to offer financial advice in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington and West Virginia.
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
01/16/2009 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
01/25/2001 - 01/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 05/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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