Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Beatty is a financial advisor with over 30 years of experience in the industry. Regina is a Certified Financial Planner® professional and holds the Series 6, 7, 26, 63 and 65 licenses. Regina is currently registered with Osaic Wealth, Inc., providing financial advice to individuals, families, businesses, and charitable organizations. Regina has previously been registered with Sammons Securities Company, LLC, Walnut Street Securities, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Regina is also a co-owner of Matthews Street LLC, which is a real estate management, rental, and development company. Regina's primary business is providing insurance and investment advice through Heritage Financial Consultants-The Beatty Group.
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
FL
01/24/2025 - Present
Osaic Wealth, Inc. (Sarasota FL)
PA
02/09/2002 - 12/08/2008
SAMMONS SECURITIES COMPANY, LLC (GREENSBURG PA)
CA
09/08/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
08/16/1989 - 06/11/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/16/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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