Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Ann Barr is a registered investment advisor representative with SPC. Beverly has been in the financial services industry since 1983. Beverly also has experience with Park Avenue Securities LLC, Guardian Investor Services Corporation, MONY Securities Corp., The Mutual Life Insurance Company of New York, MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Beverly's current registrations include a Series 63 and a Series 65. Beverly has a strong background in the financial services industry, and is committed to providing her clients with the best possible advice.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
PA
01/09/2014 - Present
SPC (LEBANON PA)
NY
05/03/1999 - 01/07/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/21/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/05/1990 - 10/03/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
06/05/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
MA
04/04/1988 - 05/21/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/06/1987 - 02/11/1988
METLIFE SECURITIES INC.
NA
08/07/1987 - 02/10/1988
METROPOLITAN LIFE INSURANCE COMPANY
NA
09/02/1986 - 05/18/1987
METLIFE SECURITIES INC.
NA
11/15/1982 - 05/11/1987
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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