Unclaimed
Venkat Nagasai Miriyala is a registered representative with Davenport & Co. LLC in Richmond, Virginia. Venkat holds the Series 7TO, Series 66 and SIE licenses. Venkat has been in the financial services industry since June 2022. Venkat is also a registered investment adviser representative in Virginia. Davenport & Co. LLC is an independent, employee-owned, full-service financial services firm that provides a wide range of investment products and services to individuals, families, institutions, and businesses. The firm offers a variety of investment management services, including financial planning, portfolio management, and retirement planning.
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
07/15/2024 - Present
Davenport & Co. LLC (RICHMOND VA)
BOTH
Issued 07/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2023
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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