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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Antoinette Taite is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Atlanta, GA. Beverly has been in the financial services industry since 2000. Beverly is registered as a broker-dealer and investment advisor representative in Georgia and Ohio. Beverly is a Series 7, Series 24, Series 66, and Series 99TO license holder. Beverly has experience working with a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to her financial services career, Beverly works as a contractor for Doordash and Uber Eats. Beverly is dedicated to providing her clients with personalized financial advice and investment solutions that meet their individual needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Atlanta GA)
OH
08/31/2021 - 11/24/2021
PNC INVESTMENTS (COLUMBUS OH)
OH
03/05/2021 - 09/01/2021
WORLD CHOICE SECURITIES, INC. (COLUMBUS OH)
OH
03/07/2000 - 09/06/2019
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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