Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Beattie is a financial advisor with Stancorp Equities, Inc. Carol has been in the industry since 2018. Carol is registered with the state of Pennsylvania and has a Series 63, Series 6 and SIE license.
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.
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2
OR
08/26/2022 - Present
Stancorp Equities, Inc. (PORTLAND OR)
PA
10/19/2018 - 10/06/2021
ASCENSUS BROKER DEALER SERVICES, LLC (Dresher PA)
PA
04/24/2018 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
BC
Issued 07/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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