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 Ketel is an investment advisor representative with LPL Financial LLC, a well-established firm in the financial industry. Beverly has been in the industry since 1998 and has a broad range of experience working with clients in New Hampshire and beyond. She is also a certified financial planner. Her professional background includes prior experience with Citizens Securities, Inc. and Ameriprise Financial Services, Inc., demonstrating a commitment to providing financial guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
NH
12/07/2016 - Present
LPL Financial LLC (MANCHESTER NH)
NH
04/13/2009 - 11/08/2016
CITIZENS SECURITIES, INC. (MANCHESTER NH)
NH
08/27/1998 - 04/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MANCHESTER NH)
MN
08/26/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NH
05/26/1998 - 08/14/1998
CURBSTONE FINANCIAL MANAGEMENT CORPORATION (MANCHESTER NH)
BOTH
Issued 06/29/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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