Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Steinbook is a financial advisor with UBS Financial Services Inc. Beverly has been in the financial services industry since 2009 and has held positions at several firms including Sanford C. Bernstein & Co., LLC and ScotTrade, Inc. Beverly has a wide range of experience in the industry, and is dedicated to providing clients with personalized financial advice. Beverly is registered with the state of Florida as a broker-dealer and investment advisor representative. Beverly is also a registered principal with FINRA.
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 02/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
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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