Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Maready Settle is a financial advisor with Truist Advisory Services, Inc. in Winston-Salem, North Carolina. Beverly has been in the industry since August 1998. She is a registered representative in Arkansas and North Carolina and holds the Series 63, 66, 7, 9, 10, 24 and SIE licenses. Previously, Beverly was a financial advisor with BB&T Securities, LLC from 2013 to 2021. Beverly specializes in providing financial planning, portfolio management, and investment advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
NC
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (WINSTON-SALEM NC)
NC
09/15/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
NJ
08/21/1998 - 10/01/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 5/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 8/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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