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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sunderland Beall is a financial advisor with Davenport & Co. LLC, a firm that provides investment advisory services to individuals, families, and institutions. Michael has over 40 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 5, 15, 16, 63, and 65 licenses. Michael is also a Chartered Financial Analyst (CFA). Michael is dedicated to providing clients with personalized financial advice and investment management services. Michael is committed to helping clients achieve their financial goals.
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
01/16/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
IA
Issued 02/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1992
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 11/18/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1980
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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