Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Sue Steinbook is a financial advisor who has been in the industry since 2009. Beverly is currently registered with UBS Financial Services Inc. and has been with the firm since 2015. Prior to UBS Financial Services Inc., Beverly worked at Sanford C. Bernstein & Co., LLC and Scottrade, Inc. Beverly holds several licenses, including Series 7, Series 9, Series 10, Series 63, and Series 65. Beverly offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Beverly focuses on working with high-net-worth individuals, corporations, and other businesses.
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
FL
10/22/2024 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
10/28/2015 - 02/24/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
02/07/2012 - 10/08/2015
SANFORD C. BERNSTEIN & CO., LLC (MIAMI FL)
FL
03/10/2009 - 01/30/2012
SCOTTRADE, INC. (PEMBROKE PINES FL)
IA
Issued 2/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/8/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/7/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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