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JB

John L. Beagle

BEACONSFIELD FINANCIAL SERVICES
Meadville, PA 16335
Some features on this profile are disabled
CRD#: 1191855
JB

Professional summary

John Leonard Beagle is a registered financial professional currently at BEACONSFIELD FINANCIAL SERVICES, INC. located in Meadville, Pennsylvania.

John is registered as a RR (Registered Representative) and started their career in finance in 1983. John has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Leonard Beagle's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 4, 2003 - Present

BEACONSFIELD FINANCIAL SERVICES, INC.

Office #1: Cutters Condo 11b 15957 Conneaut Lake Rd., Meadville, PA 16335
BD
CRD#: 14634
Meadville, PA
Past

September 17, 1983 - November 20, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/7/2007)
RR
Pennsylvania
(12/4/2003)

Exams

State Security Law Exam
RR
Series 63
Date: 7/17/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/18/1983
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BEACONSFIELD FINANCIAL SERVICES, INC.
BEACONFIELD FINANCIAL SERVICES,INC. | BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634 / SEC#: , 8-30993

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Mailing Address
Southpoint Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Phone number
(724) 745-6800
Established
Pennsylvania since 10/25/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RAINIER, BETTY HARRISCFO, DIRECTOR, VICE PRESIDENT1093968
RAINIER, RICHARD KING IIPRESIDENT, CHIEF COMPLIANCE OFFICER2603107
RAINIER, JUSTIN KINGPRINCIPAL6003707

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACONSFIELD FINANCIAL SERVICES, INC.

CRD#: 14634Meadville, PA 16335

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