Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bevin? Claim Your ProfileBevin E Hartnett is a financial advisor with Raymond James Financial Services Advisors, Inc. Bevin has been in the industry since May 2005. Bevin is registered with FINRA and the state of Texas, and is also registered as an Investment Advisor Representative. Prior to joining Raymond James, Bevin worked at Waddell & Reed and Ameriprise Financial Services, Inc.. Bevin has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized financial advice. Bevin is also the owner of Pinebrook Tax Strategies, a tax preparation business.
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
TX
10/16/2019 - Present
Raymond James Financial Services Advisors, Inc. (WEBSTER TX)
TX
09/07/2006 - 10/17/2019
WADDELL & REED (HUMBLE TX)
CO
05/26/2005 - 09/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
MN
05/26/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bevin Hartnett is the right advisor for you? Invested Better is here to help.
