Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karli? Claim Your ProfileKarli Woodcock-Tench is a registered representative with Davenport & Co. LLC. Karli is active in the financial industry and is licensed to offer securities and advisory services in the state of Virginia. Karli is committed to providing sound financial advice and guidance to individuals and families. With her extensive experience and knowledge, she can help clients achieve their financial goals. Karli holds the General Securities Representative Examination and the Securities Industry Essentials Examination certifications, which demonstrate her commitment to her profession.
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
11/04/2024 - Present
Davenport & Co. LLC (RICHMOND VA)
BC
Issued 08/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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