Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanley Beckwith is an Investment Advisor Representative with Thayer Partners LLC. David Stanley Beckwith is also a Chartered Financial Analyst. David Stanley Beckwith has been in the industry since October 1, 2000. The main office of Thayer Partners LLC is located in Dedham, Massachusetts and is a registered investment advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Consulting fees
1
2
MA
07/11/2022 - Present
Thayer Partners LLC (DEDHAM MA)
NY
10/01/2000 - 04/18/2001
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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