Beverly H. Flanagan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Beverly H. Flanagan, CFP®, who also goes by Beverly Hicks Flanagan, Beverly Carole Hicks, Beverly Hicks Jesselson, Beverly H Jesselson, Beverly H. Jesselson, Beverly Hicks Rubin, Beverly Rubin, Beverly H Rubin, was a registered financial professional .
Beverly is a previously registered financial professional and started their career in finance in 1987. Beverly had worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 22, 2016 - September 28, 2018
PNC MANAGED ACCOUNT SOLUTIONS, INC.
June 9, 2016 - September 28, 2018
BBVA SECURITIES INC.
April 30, 2013 - May 2, 2016
FIFTH THIRD SECURITIES, INC.
April 26, 2013 - May 2, 2016
FIFTH THIRD SECURITIES, INC.
October 24, 2005 - April 4, 2013
TRUIST INVESTMENT SERVICES, INC.
July 24, 2003 - April 4, 2013
TRUIST INVESTMENT SERVICES, INC.
September 17, 1999 - September 21, 2001
BANC ONE SECURITIES CORPORATION
October 21, 1987 - April 7, 1995
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
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