Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Kehlenbeck is a financial advisor with over 15 years of experience in the industry. Virginia is a Certified Financial Planner™ professional and holds Series 7, 24, and 66 licenses. Virginia is registered with Davenport & Co. LLC, a financial firm based in Richmond, Virginia. Virginia has a broad range of experience serving a diverse clientele, including individuals, families, trusts, estates, and institutions. Virginia offers comprehensive financial planning and investment management services, including retirement planning, college savings, insurance planning, and estate 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
05/07/2009 - Present
Davenport & Co. LLC (RICHMOND VA)
BOTH
Issued 05/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
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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