Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Detch-stockham has over 30 years of experience in the financial services industry. Beverly is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Beverly holds Series 3, 6, 7, 9, 10, 63 and 65 licenses. Beverly has previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Banc of America Investment Services, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Beverly provides investment consulting services to institutional clients, and financial and pension consulting. Beverly's areas of specialization include equities, fixed income, mutual funds, variable annuities, options, and futures.
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.
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.
Investment consulting services to institutional clients
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
CO
12/08/2011 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
TX
06/01/2009 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
10/04/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
09/30/2004 - 10/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
MO
07/01/2003 - 10/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/15/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/31/1988 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/03/1985 - 09/27/1988
AMERICAN GROWTH FUND SPONSORS, INC.
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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