Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Arias is a financial advisor with over 30 years of experience in the industry. She is registered with Transamerica Retirement Advisors, LLC and is currently licensed in Florida. Beverly's previous experience includes working with PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Wells Fargo Advisors, LLC. She is also a registered investment advisor with the state of Florida. Beverly has a wide range of experience in providing financial advice to individuals and businesses. She specializes in providing retirement planning, investment management, and financial planning 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
FL
02/13/2018 - Present
Transamerica Retirement Advisors, LLC (SARASOTA FL)
FL
11/03/2014 - 12/06/2017
PNC INVESTMENTS (SARASOTA FL)
FL
10/25/2011 - 10/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
04/19/2010 - 09/02/2011
MORGAN STANLEY SMITH BARNEY (SARASOTA FL)
MO
02/16/2006 - 10/22/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NC
01/04/2005 - 08/16/2005
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
NE
10/31/2003 - 10/06/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
03/21/2001 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IL
03/12/1999 - 03/12/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/25/1997 - 05/01/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IL
11/04/1996 - 02/25/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IN
05/17/1995 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
TX
02/01/1995 - 04/07/1995
BHCM INC. (HOUSTON TX)
VA
06/15/1990 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
07/12/1988 - 05/25/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
03/06/1987 - 06/22/1988
DEAN WITTER REYNOLDS INC.
NA
04/08/1986 - 04/14/1987
SHEARSON LEHMAN BROTHERS INC.
NA
07/26/1985 - 12/26/1985
BARCLAY INVESTMENTS, INC.
NA
01/17/1985 - 07/15/1985
FAHNESTOCK & CO.
NA
12/21/1983 - 01/11/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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