Unclaimed
Beverly Curmanskie is a financial advisor with over 30 years of experience in the industry. Beverly currently works with Ausdal Financial Partners, Inc. and previously worked at Questar Capital Corporation and Equity Services, Inc. Beverly has a Series 6 and SIE license and is registered in 12 states. Beverly holds a Bachelor's degree in Finance. Beverly is also an insurance agent, selling various insurance products to meet client 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
FL
12/16/2024 - Present
Ausdal Financial Partners, Inc. (PALMETTO BAY FL)
FL
04/15/2003 - 03/22/2007
QUESTAR CAPITAL CORPORATION (MIAMI FL)
VT
09/03/1996 - 04/29/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
03/04/1996 - 08/28/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/04/1996 - 08/28/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
VT
04/14/1994 - 11/21/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
12/05/1991 - 06/12/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/05/1991 - 06/12/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
VT
10/02/1986 - 03/28/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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