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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van dyke? Claim Your ProfileVan dyke Jones is a financial advisor currently registered with Davenport & Co. LLC. Van dyke has been in the industry since May 2000 and is registered with various states including Virginia, California, Connecticut, District of Columbia, Florida, Georgia, Indiana, Louisiana, Maryland, Michigan, New York, North Carolina, Pennsylvania, Texas, Vermont and Virginia. Van dyke has passed Series 63, 66 and 7 exams and has a broad range of specializations in various financial areas, including Portfolio Management, Investment Advisory, Financial Planning, and Pension Consulting.
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
11/08/2013 - Present
Davenport & Co. LLC (RICHMOND VA)
NY
05/15/2000 - 05/11/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2000
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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