Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Shay Beeman is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Molly has been in the financial services industry since 2012 and has experience in providing comprehensive financial planning services to individuals, families, and businesses. She is also a Registered Representative with FINRA and a Registered Investment Advisor Representative with LPL Financial LLC. Molly holds the Series 7, Series 66, and SIE licenses. Her current offices are located in Cumberland, MD. Prior to joining LPL Financial LLC, Molly was affiliated with WELLS FARGO CLEARING SERVICES, LLC. Molly is dedicated to helping her 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/25/2021 - Present
LPL Financial LLC (CUMBERLAND MD)
MD
12/08/2012 - 06/22/2021
WELLS FARGO CLEARING SERVICES, LLC (CUMBERLAND MD)
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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