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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 Connelly is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Beverly has been in the industry since 2003. Beverly has a broad range of experience and holds licenses in multiple states. In addition to her current role, Beverly previously worked at WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Beverly holds several licenses, including Series 3, Series 7, Series 9, Series 10, and Series 66. Beverly also provides investment advisory services to various clients, including corporations, high-net-worth individuals, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
07/21/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PAUL MN)
IN
09/12/2003 - 04/19/2011
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
NY
07/24/2003 - 08/19/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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