Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connie? Claim Your ProfileConnie Beerbohm is a financial advisor currently registered with Truist Advisory Services, Inc. Connie has over 10 years of experience in the financial services industry and is licensed to provide investment advice in Florida and Georgia. She holds both Series 6 and Series 63 licenses, as well as the SIE and Series 65 exams. Connie has a strong background in providing financial planning, portfolio management, and wrap fee products. She is also involved in the real estate industry as Vice President of J Carter Capital, a company owned by Jeffrey Beerbohm.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/11/2020 - Present
Truist Advisory Services, Inc. (PETERSBURGH FL)
FL
02/21/2014 - 10/02/2014
SUNTRUST INVESTMENT SERVICES, INC. (SEMINOLE FL)
FL
01/15/2008 - 08/13/2013
WELLS FARGO ADVISORS, LLC (CLEARWATER FL)
IA
Issued 6/9/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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