Unclaimed
Bea Roland is a registered representative in North Carolina with Vanguard Marketing Corp. Bea has been in the securities industry for over a year. Bea is a Series 7TO, Series 63, and SIE licensed professional.
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.
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.
1
2
NC
12/15/2022 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 09/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bea Roland is the right advisor for you? Invested Better is here to help.