Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrice? Claim Your ProfileBeatrice Lazo is a financial professional with over 10 years of experience in the industry. Beatrice is registered with Vanguard Marketing Corp. in Charlotte, NC. Beatrice holds several licenses and registrations, including Series 7, Series 63, Series 24, and Series 53, along with the SIE exam. Beatrice has a proven track record of success in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.
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.
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NC
11/21/2011 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/21/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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