Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Funderburk is a financial advisor with UBS Financial Services Inc., a firm based in Weehawken, NJ. Beverly has over 25 years of experience in the financial services industry. Beverly has been registered with the state of North Carolina since April 2009 and also holds a Series 6, Series 7 and Series 66 license. Beverly is currently registered with the firm in North Carolina and Texas.
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.
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.
See schedule d - miscellaneous
1
2
NC
04/20/2009 - Present
UBS Financial Services Inc. (WINSTON-SALEM NC)
NC
07/12/1996 - 04/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
NC
06/01/1994 - 06/08/1995
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
11/11/1991 - 06/01/1994
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
BOTH
Issued 11/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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