Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Kay Schmitt is a financial advisor with over 30 years of experience in the financial services industry. Currently, Beverly works as a Registered Representative with Raymond James & Associates, Inc. Beverly has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Beverly has extensive experience working with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning. Beverly is committed to providing her clients with personalized service and helping 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.
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.
Please see note in schedule d - miscellaneous
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
OH
04/29/2019 - Present
Raymond James & Associates, Inc. (Centerville OH)
OH
06/11/2009 - 05/06/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMISBURG OH)
OH
02/01/2002 - 06/17/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DAYTON OH)
MO
10/01/1999 - 02/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/18/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
11/11/1992 - 04/24/1996
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
06/21/1991 - 10/22/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
06/20/1989 - 02/25/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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