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 Mingola is a financial advisor with over 30 years of experience in the financial industry. Beverly is registered as an investment advisor representative in New York. She is also registered in 10 other states. Beverly holds Series 7, SIE and Series 63 licenses. She previously worked at Janney Montgomery Scott LLC, Fahnestock & Co., Inc., and Aegs Capital Corp. Beverly specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. She currently works at Vanderbilt Advisory Services.
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.
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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2
NY
04/07/2021 - Present
Vanderbilt Advisory Services (WOODBURY NY)
PA
12/16/1997 - 12/08/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
08/22/1994 - 12/01/1997
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
11/20/1991 - 09/13/1994
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
05/22/1990 - 11/20/1991
BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)
NA
04/12/1988 - 07/07/1989
FAHNESTOCK & CO., INC.
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
08/20/1987 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
09/28/1982 - 12/12/1986
MOSELEY SECURITIES CORPORATION
NA
01/13/1982 - 06/09/1982
ROSS, STEBBINS INC.
BC
Issued 05/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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