linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Beatrice Julie Rivard

Alight Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Beatrice? Claim Your Profile

About Beatrice Julie Rivard

Beatrice Rivard is a financial advisor with Alight Financial Advisors, LLC. Beatrice has been in the financial services industry since 2020. Beatrice has a Series 63, Series 65 and a Series 6TO license and is registered to provide investment advice in Michigan and North Carolina. Beatrice previously worked with Pruco Securities, LLC, NewYork Life Securities LLC, and Your Retirement Solutions LLC.

Firm Information

Beatrice Rivard is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Set-up fees and related services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Beatrice Rivard’s Registration & Firm History

MI

02/13/2024 - Present

Alight Financial Advisors, LLC (DAVISBURG MI)

MI

12/05/2022 - 01/23/2024

PRUCO SECURITIES, LLC. (TROY MI)

MI

08/04/2020 - 12/07/2022

NYLIFE SECURITIES LLC (DAVIDSBURG MI)

Not sure if Beatrice Julie Rivard is right for you?

Licenses & Designations

IA

Issued 05/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Beatrice Julie Rivard.
Not sure if Beatrice Julie Rivard is right for you?