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 Fischetti is a financial advisor at Delta Financial Advisors, Inc. Beverly has been a registered representative for over 30 years and is also a Certified Financial Planner. Beverly has extensive experience in the financial services industry. Beverly has worked for several firms over the years, including American Portfolios Financial Services, Inc., FSC Securities Corporation, Lincoln Investment Planning, Inc., and H. C. Copeland and Associates Equities, Inc. Beverly is currently registered with the state of Maryland and is also registered with FINRA. Beverly is passionate about helping her 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.
Helps you choose top advisors aligned with your financial goals.
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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2
MD
02/17/2005 - Present
Delta Financial Advisors, Inc. (KENSINGTON MD)
MD
06/29/2010 - 08/24/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENSINGTON MD)
MD
11/13/1992 - 06/29/2010
FSC SECURITIES CORPORATION (KENSINGTON MD)
PA
07/03/1989 - 11/23/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NJ
10/13/1982 - 07/29/1989
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
IA
Issued 01/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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