Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Patton is a financial advisor with over 17 years of experience. Beverly has been registered with the Securities and Exchange Commission (SEC) since 2007 and is currently registered as an investment advisor representative with Syrios Wealth Management Group. Beverly has a wide range of experience and licenses, including the Series 66, SIE, and Series 7 examinations. Beverly has experience working with individual investors, businesses, and pension plans. Beverly specializes in financial planning, portfolio management, and selecting other advisors. Beverly is committed to providing her clients with personalized financial advice to help them 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.
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.
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
CA
10/21/2024 - Present
Syrios Wealth Management Group (LA JOLLA CA)
CA
01/17/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LA JOLLA CA)
BOTH
Issued 04/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2007
Series 7 - General Securities 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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