Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaele? Claim Your ProfileMichaele Wheeler is a financial advisor with Davenport & Co. LLC in VIRGINIA BEACH, VA. Michaele is also registered as an Investment Advisor Representative in VA. Michaele has been working in the financial industry since 1999. Prior to joining Davenport & Co. LLC, Michaele was registered with BB&T Securities, LLC, Scott & Stringfellow, LLC, and UBS Financial Services Inc. Michaele's areas of specialization include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors.
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
01/26/2017 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
01/02/2013 - 02/02/2017
BB&T SECURITIES, LLC (NORFOLK VA)
VA
08/01/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (NORFOLK VA)
VA
02/17/2006 - 07/21/2011
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
VA
10/21/1999 - 03/09/2006
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BOTH
Issued 07/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1999
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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