Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Ainsley is a financial advisor with over 18 years of experience in the industry. She is registered with LPL Financial LLC, a large financial services firm with over $463 billion in assets under management. Beverly is also a registered investment advisor and is currently licensed to provide financial advice in Colorado, Indiana and Michigan. Her experience includes working for Raymond James & Associates, Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Beverly has a strong understanding of the financial markets and can help clients develop and implement financial plans that meet their individual needs.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/29/2024 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
09/03/2009 - 01/06/2020
RAYMOND JAMES & ASSOCIATES, INC. (SOUTH BEND IN)
IN
06/01/2009 - 09/21/2009
MORGAN STANLEY SMITH BARNEY (SOUTH BEND IN)
IN
01/29/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTH BEND IN)
BOTH
Issued 05/29/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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