Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly A. Taylor is an investment advisor representative with Fidelity Personal And Workplace Advisors in LAKE RIDGE, VA. Beverly has been in the financial services industry since January 30, 2004. Beverly's previous employers include Ameriprise Financial Services, LLC, Securian Financial Services, Inc., EF Legacy Securities, LLC, Sanders Morris Harris LLC, LPL Financial LLC, SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Beverly holds the following licenses: Series 7, Series 31, and Series 66. Beverly is also a Certified Financial Planner.
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.
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.
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VA
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (LAKE RIDGE VA)
VA
09/05/2019 - 06/22/2020
AMERIPRISE FINANCIAL SERVICES, LLC (LAKE RIDGE VA)
VA
01/15/2018 - 08/19/2019
SECURIAN FINANCIAL SERVICES, INC. (Fairfax VA)
VA
04/22/2016 - 09/13/2016
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
03/19/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
04/28/2008 - 08/13/2012
LPL FINANCIAL LLC (HERNDON VA)
VA
04/22/2004 - 01/16/2007
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
MA
02/01/2002 - 04/16/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/22/1999 - 12/18/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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