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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beau? Claim Your ProfileBeau R. Follett is a financial professional with over 17 years of experience. Beau is currently registered as an Investment Advisor Representative with United Advisors America in Prosper, TX. Beau has held previous positions with FSC Securities Corporation, CFD INVESTMENTS, INC., VANGUARD CAPITAL, and GREAT AMERICAN ADVISORS, INC. Beau holds the Series 6, 7, 24 and 63 licenses, as well as the Series 65. Beau also has experience in the insurance industry, having served as an Insurance Agent for Alliance America Corporation and as Chief Marketing Officer for United Financial Resources Corporation. Beau specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Beau is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
01/05/2010 - Present
United Advisors America (PROSPER TX)
IN
11/14/2005 - 06/05/2007
FSC SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
06/01/2004 - 11/10/2004
CFD INVESTMENTS, INC. (KOKOMO IN)
CA
04/22/2003 - 10/08/2003
VANGUARD CAPITAL (DEL MAR CA)
OH
01/01/2001 - 05/12/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 08/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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