Unclaimed
Sandra Marie Sheehan is a registered representative with Davenport & Co. LLC. Sandra has been in the industry since May 2022. Sandra currently works in the Norfolk, Virginia branch of the firm. Sandra has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Sandra is also the owner/operator of The Ideal Nest, LLC, a small business that focuses on furniture refinishing, handmade and repurposed home décor. Sandra has experience in a variety of industries, including mortgage, real estate, and banking.
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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VA
09/12/2024 - Present
Davenport & Co. LLC (NORFOLK VA)
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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