Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristeena? Claim Your ProfileKristeena Michele Beasley is a financial advisor with Edward Jones. Kristeena has been working in the financial services industry since 2000. Kristeena is licensed in North Carolina. She has experience working with individuals, families, businesses, and retirement plans. She specializes in financial planning, portfolio management, and pension consulting. Kristeena previously worked for Infinex Investments, Inc and BB&T Investment Services, Inc.
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.
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.
See schedule d - miscellaneous
1
2
NC
08/22/2024 - Present
Edward Jones (ROCKY MOUNT NC)
NC
10/24/2014 - 04/11/2016
INFINEX INVESTMENTS, INC. (ROCKY MOUNT NC)
NC
04/05/2006 - 09/17/2014
BB&T INVESTMENT SERVICES, INC. (ROCKY MOUNT NC)
NC
10/06/2000 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/20/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kristeena Beasley is the right advisor for you? Invested Better is here to help.
