Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Beal is a financial professional with over 20 years of experience in the industry. Eileen has held positions at several firms, including Principal Securities, Inc., Principal Funds Distributor, Inc., Nationwide Investment Services Corporation, and Nationwide Securities, Inc. Eileen is currently a registered representative with LPL Enterprise, LLC. She specializes in providing financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
SC
04/26/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
SC
01/29/2008 - 03/28/2024
PRINCIPAL SECURITIES, INC. (INDIAN LAND SC)
SC
01/16/2008 - 03/28/2024
PRINCIPAL FUNDS DISTRIBUTOR, INC. (Indian Land SC)
OH
10/18/2000 - 01/02/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
10/17/2002 - 07/05/2007
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
AZ
02/09/1999 - 06/13/2000
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
BC
Issued 05/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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