Beverly Arias (CRD# 1224299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Petersburg, FL and has over 38 years of experience in the finance industry.
CRD# 5159569
Primerica Advisors
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Transamerica Retirement Solutions | St. Petersburg, FL | Dec 2017 - Current | 6 |
Transamerica Investors Securities Corporation | St. Petersburg, FL | Dec 2017 - Current | 6 |
Pnc Investments | Bradenton, FL | Oct 2014 - Nov 2017 | 3 |
Pnc Bank | Bradenton, FL | Oct 2014 - Nov 2017 | 3 |
Bank Of America, N.a. | Sarasota, FL | Jan 2012 - Oct 2014 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Oct 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1985 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- FL
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Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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