Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Jane Wilbanks is a financial advisor with over 30 years of experience in the industry. Beverly is currently registered with LPL Financial LLC. Previously, Beverly worked with Allen & Company of Florida, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ALLEN & COMPANY OF FLORIDA, INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SMITH BARNEY SHEARSON INC. Beverly provides a range of services to individuals, businesses, and institutions. Beverly holds the Series 63, Series 7 and SIE licenses.
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
FL
08/29/2019 - Present
LPL Financial LLC (LAKELAND FL)
FL
09/22/2010 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
07/28/2008 - 09/07/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAKELAND FL)
FL
04/19/2004 - 07/17/2008
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
NY
10/10/2001 - 04/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/23/1997 - 03/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/12/1993 - 11/22/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/26/1987 - 06/10/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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