Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Joseph Papa is a financial advisor who has been in the industry since December 5, 1983. He has worked at Davenport & Co. LLC since March of 1991. Mario has a wide range of experience in the financial services industry and is a Certified Financial Planner. His expertise spans across various financial aspects, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Mario is also experienced in providing financial planning services, pension consulting, and conducting educational seminars. He is registered with the state of Virginia and holds multiple licenses and certifications, including Series 7, Series 63, Series 65, and SIE.
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
01/16/1997 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
NC
11/23/1983 - 03/12/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law 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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