Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Granberry is a financial advisor with over 10 years of experience in the industry. Beverly is registered with LPL Financial LLC and is licensed to provide financial advice in North Carolina and South Carolina. Beverly has a wide range of experience working with clients including high-net-worth individuals, corporations, and retirement plans. Beverly offers financial planning, portfolio management, and consulting services to help individuals and businesses achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
06/26/2019 - Present
LPL Financial LLC (SALISBURY NC)
NC
03/25/2017 - 07/10/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
04/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MA
10/30/2002 - 10/24/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/30/2002 - 10/24/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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