Beverly AriasCRD Number: 1224299
Current Firm: Transamerica Retirement Advisors, LLC
Beverly Arias (CRD# 1224299) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saint Petersburg, FL and has over 32 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Transamerica Investors Securities Corporation||St. Petersburg, FL||Dec 2017 - Current||< 1|
|Transamerica Retirement Solutions||St. Petersburg, FL||Dec 2017 - Current||< 1|
|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|
|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|
Total Assets Under Management3,803MILLIONS
Total Number of Accounts24,276ACCOUNTS
Average Account Value$156,655
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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