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Jeanette Lynn Beatty

Facet

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About Jeanette Lynn Beatty

Jeanette Lynn Beatty is a financial advisor with Facet, a firm that provides financial planning and portfolio management services. Jeanette has been in the financial industry since 2009 and has experience working with both high-net-worth individuals and other clients. Jeanette is a Certified Financial Planner and holds Series 6, 7, 63, 66 and SIE licenses. Jeanette has been registered with Facet since October 2020 and has offices in Baltimore, MD and Westminster, CO.

Firm Information

Jeanette Beatty is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Jeanette Beatty’s Registration & Firm History

MD

03/02/2021 - Present

Facet (BALTIMORE MD)

CO

09/05/2012 - 09/16/2020

CUSO FINANCIAL SERVICES, L.P. (BOULDER CO)

CO

11/08/2011 - 05/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)

CO

09/01/2009 - 11/02/2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC (BOULDER CO)

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Licenses & Designations

BOTH

Issued 04/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/28/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/31/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeanette Lynn Beatty.
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