Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Evans Hogg is a registered investment advisor representative with Davenport & Co. LLC. Mary Katherine has been in the industry since July 2000. Before joining Davenport & Co. LLC, Mary Katherine was employed at WELLS FARGO ADVISORS, LLC and MORGAN STANLEY DW INC. Mary Katherine is licensed in 28 states and is currently registered as an investment advisor representative in Virginia. Mary Katherine Evans Hogg holds the Series 7, Series 31, Series 66 and SIE licenses.
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
09/01/2016 - Present
Davenport & Co. LLC (NEWPORT NEWS VA)
VA
07/02/2004 - 09/08/2016
WELLS FARGO ADVISORS, LLC (NEWPORT NEWS VA)
NY
07/12/2000 - 07/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary Hogg is the right advisor for you? Invested Better is here to help.
