Frances Beecy, financial advisor Southborough MA
93 score

Frances Beecy

CRD Number: 1801673
Current Firm: Pfe Advisors, Inc.

Frances Beecy (CRD# 1801673) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Southborough, MA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Pfe Advisors, Inc. Southborough, MA Sep 2008 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Westborough,, MA Jan 2007 - Sep 2008 1
Fidelity Investments Institutional Services Company Inc. Boston, MA Jun 2000 - Jan 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Dec 1996
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Frances L. Beecy
Phone Number: 508-683-1400
Firm Website:
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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