Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Tandy is a financial advisor with U.S. Bancorp Investments, Inc. located in Bellevue, Washington. Beverly has over 23 years of experience in the financial services industry. Beverly is licensed to provide securities and investment advisory services in 9 states including Arizona, California, Florida, Mississippi, Oregon, Virginia, Washington, Wisconsin. Beverly has passed several industry exams, including the Series 6, 7, 63, and 66 exams. Beverly offers financial planning, portfolio management for businesses and individuals and selection of other advisors to her clients. In addition to her work at U.S. Bancorp Investments, Inc., Beverly is a volunteer treasurer for a homeowner's association in Covington, Washington and a treasurer for a non-profit in Federal Way, Washington.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
06/02/2023 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
WA
11/13/2014 - 05/26/2023
UNIONBANC INVESTMENT SERVICES, LLC (BELLEVUE WA)
WA
10/23/2009 - 09/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OLYMPIA WA)
WA
08/03/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (KENT WA)
MA
07/12/1999 - 12/31/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
11/26/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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