Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrice? Claim Your ProfileBeatrice Polak is a registered investment advisor representative with J. W. Cole Advisors, Inc., based in Irmo, SC. Beatrice has been in the financial services industry since 2010. Beatrice holds the Series 63 and 65 licenses, and the Series 7 and SIE exams. Beatrice is licensed to provide investment advisory services in South Carolina. Previously, Beatrice was registered with Capital Guardian, LLC, Ameriprise Financial Services, Inc., Manarin Securities Corporation, and TD Ameritrade, Inc. Beatrice has a history of working with individual investors and high-net-worth clients. Beatrice also provides financial planning, educational seminars, and other investment advisory services.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
1
2
SC
07/28/2021 - Present
J. W. Cole Advisors, Inc. (Irmo SC)
SC
10/24/2014 - 11/11/2016
CAPITAL GUARDIAN, LLC (IRMO SC)
SC
06/04/2014 - 06/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA SC)
NE
01/13/2010 - 03/12/2013
MANARIN SECURITIES CORPORATION (OMAHA NE)
NE
07/21/2008 - 01/25/2010
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 05/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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