Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Johnson-davis is a financial advisor who has been in the industry since 2010. Beverly is currently registered with Eagle Strategies LLC and has been associated with the firm since 2018. Prior to joining Eagle Strategies LLC, Beverly was employed with W&S Brokerage Services, Inc. and NYLIFE Securities LLC. Beverly specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals. She is also a registered Investment Advisor Representative in both New Jersey and New York. Beverly holds Series 6, 7, 26, 63 and 66 securities licenses. Beverly has over 13 years of experience in the financial services industry.
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.
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
01/07/2024 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
PA
02/14/2014 - 08/25/2014
W&S BROKERAGE SERVICES, INC. (BALA CYNWYD PA)
PA
02/17/2010 - 09/05/2013
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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