Unclaimed
Whitney Jo Bevels is a registered representative with Carty & Company, Inc. Whitney has over 10 years of experience in the financial services industry. Whitney holds the Series 99 and the Securities Industry Essentials Examination. Prior to joining Carty & Company, Inc., Whitney was a registered representative with Raymond James & Associates, Inc. and Vining-Sparks IBG, LLC.
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.
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.
1
2
TN
06/21/2022 - Present
Carty & Company, Inc. (MEMPHIS TN)
TN
02/15/2022 - 06/24/2022
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
10/17/2012 - 01/05/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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