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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Claire Motley is a financial advisor with Davenport & Co. LLC, a company based in Richmond, VA. Mary Claire is a registered representative and has worked in the financial industry since 1980. Mary Claire has a Series 63, Series 7, and SIE license. Mary Claire has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, investment companies, and pooled investment vehicles. Mary Claire has been with Davenport & Co. LLC since 2006. Prior to that, Mary Claire worked for MID-ATLANTIC SECURITIES, INC., Robert Thomas Securities, Inc, Charles Schwab & Co., Inc., and Kingsley, Boye & Southwood, Inc.
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
08/30/2006 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
09/05/1991 - 08/29/2006
MID-ATLANTIC SECURITIES, INC. (GLOUCESTER VA)
FL
12/17/1981 - 08/06/1991
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
07/26/1981 - 10/21/1981
CHARLES SCHWAB & CO., INC.
NA
06/02/1980 - 07/26/1981
KINGSLEY, BOYE & SOUTHWOOD, INC.
BC
Issued 08/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1980
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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