Beverly Arias, financial advisor Venice FL
93 score

Beverly Arias

CRD Number: 1224299
Current Firm: Pnc Investments

Beverly Arias (CRD# 1224299) is an Investment Advisor Representative working at Pnc Investments in Venice, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Bradenton, FL Oct 2014 - Current 2
Pnc Bank Bradenton, FL Oct 2014 - Current 2
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
Unemployed Sarasota, FL Aug 2011 - Oct 2011 < 1
Morgan Stanley Smith Barney Sarasota, FL Mar 2010 - Aug 2011 1
Wachovia Securities, LLC Richmond, VA Nov 2005 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Beverly B. Arias
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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