Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Marie Herbert is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Beverly is a highly experienced advisor with a wide range of experience in the financial services industry. Beverly has held positions at various financial institutions including SunTrust Investment Services, Inc., Raymond James Financial Services, Inc., and Pinnacle Asset Management. Beverly holds Series 6, 7, 63 and 65 licenses and is licensed to provide investment advice in 28 states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
11/08/2017 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
TN
01/04/1996 - 10/12/2017
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
10/05/2017 - 10/06/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
GA
12/11/1991 - 12/19/1994
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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