Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Walter Paucke is a financial advisor with Davenport & Co. LLC based in Richmond, VA. Joseph has been in the industry since 1986 and has held previous roles at SunTrust Equitable Securities, Bank South Securities Corporation, Interstate/Johnson Lane Corporation, Kidder, Peabody & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph is registered in Alabama, Georgia and 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
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2
VA
04/02/1998 - Present
Davenport & Co. LLC (RICHMOND VA)
GA
08/23/1995 - 03/12/1998
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
NA
02/22/1993 - 11/03/1994
BANK SOUTH SECURITIES CORPORATION
NC
03/13/1990 - 04/01/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
11/23/1983 - 03/15/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
10/30/1989 - 11/13/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/11/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/21/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
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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