Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Vernon Bishop, II is a financial advisor with over 30 years of experience in the industry. Beverly currently works at LPL Financial LLC, but has previously worked at a number of other firms, including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and MORGAN STANLEY SMITH BARNEY. Beverly holds a variety of licenses and certifications, including the Series 63, 65, 7, 24, and 31 exams. Beverly specializes in providing a variety of financial services, including investment advisory, financial planning, and portfolio management.
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
MS
09/19/2023 - Present
LPL Financial LLC (RIDGELAND MS)
MS
07/16/2019 - 09/25/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RIDGELAND MS)
MS
07/30/2010 - 07/23/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RIDGELAND MS)
MS
06/01/2009 - 08/09/2010
MORGAN STANLEY SMITH BARNEY (RIDGELAND MS)
MS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGELAND MS)
MS
09/20/2005 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGELAND MS)
MD
09/08/2000 - 09/23/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
AL
02/14/2000 - 09/13/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
07/02/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/28/1993 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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