Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Beamer is an investment advisor representative with Osaic Wealth, Inc. Jeffrey has been in the securities industry since 2007. Jeffrey is registered with the state of Virginia as an investment advisor representative and has passed the Series 63, Series 6, Series 26 and SIE exams. Jeffrey also holds the Series 65 exam. Jeffrey has previously worked with Signator Investors, Inc., Woodbury Financial Services, Inc., and Securities Management & Research, Inc. Jeffrey has a strong background in financial planning and portfolio management. Jeffrey is committed to helping clients achieve their financial goals.
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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VA
09/09/2019 - Present
Osaic Wealth, Inc. (ROANOKE VA)
VA
10/07/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROANOKE VA)
VA
12/15/2008 - 10/11/2011
WOODBURY FINANCIAL SERVICES, INC. (SALEM VA)
NC
11/05/2007 - 12/16/2008
SECURITIES MANAGEMENT & RESEARCH, INC. (RALEIGH NC)
IA
Issued 09/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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