Unclaimed
Carey Marshall Beaven is a financial professional with over 25 years of experience in the industry. Carey is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, Indiana. Carey has held previous roles with firms including Lincoln Financial Advisors Corporation, LPL Financial LLC, Associated Securities Corp., InvestLinc Securities, LLC, BB&T Investment Services, Inc., CUNA Brokerage Services, Inc., SouthTrust Securities, Inc., First Union Securities, Inc., and First Union Brokerage Services, Inc. Carey is licensed to sell securities in Alabama, Georgia, and North Carolina.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
GA
06/30/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (Roswell GA)
GA
09/08/2009 - 05/26/2016
LPL FINANCIAL LLC (ATLANTA GA)
GA
09/02/2005 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ATLANTA GA)
MS
10/19/2006 - 02/05/2008
INVESTLINC SECURITIES, LLC (JACKSON MS)
NC
08/12/2004 - 07/12/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
02/23/2004 - 08/02/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AL
07/24/2001 - 02/13/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
MO
12/19/2000 - 03/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1996 - 04/25/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
03/22/1995 - 11/29/1995
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 04/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carey Beaven is the right advisor for you? Invested Better is here to help.