Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Elaine Beulah is a financial advisor with over 30 years of experience in the financial services industry. Jean is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Investcorp, Inc., LPL Financial LLC, and Investors Capital Corp. Jean has a Series 6, Series 26, and Series 63 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Belcamp MD)
MD
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Belcamp MD)
MD
01/24/2017 - 07/17/2020
INVESTACORP, INC. (Nottingham MD)
MD
11/17/2011 - 01/20/2017
LPL FINANCIAL LLC (NOTTINGAM MD)
MD
09/20/2002 - 11/18/2011
INVESTORS CAPITAL CORP. (NOTTINGHAM MD)
GA
04/12/2002 - 09/26/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/28/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
02/20/1987 - 12/08/1994
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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