AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EB

Eileen R. Beatty

Some features on this profile are disabled
CRD#: 4881987
EB

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.

Eileen R Beatty, who also goes by Eileen Roberta Beatty, Eileen Beatty, Eileen Roberta Ncnamara, Eileen Roberta Staszkiw, was a registered financial professional .

Eileen is a previously registered financial professional and started their career in finance in 2005. Eileen had worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eileen Roberta Beatty | Eileen Beatty | Eileen Roberta Ncnamara | Eileen Roberta Staszkiw

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 26, 2012 - December 31, 2013

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
SEA GIRT, NJ
Past

April 26, 2012 - December 31, 2013

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
SEA GRIT, NJ
Past

June 1, 2009 - May 17, 2010

MORGAN STANLEY

RIA
CRD#: 149777
WESTFIELD, NJ
Past

June 1, 2009 - May 17, 2010

MORGAN STANLEY

BD
CRD#: 149777
WESTFIELD, NJ
Past

May 30, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WESTFIELD, NJ
Past

May 22, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WESTFIELD, NJ
Past

September 1, 2005 - May 25, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
SOMERVILLE, NJ
Past

September 1, 2005 - May 25, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
SOMERVILLE, NJ
Past

April 15, 2005 - July 7, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WARREN, NJ
Past

February 15, 2005 - July 7, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/16/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


IA
INVESTMENT ADVISORS CORP
A.O. WEALTH ADVISORY | PREFERRED WEALTH MANAGEMENT, LLC. | MAIN STREET ADVISORY GROUP | INVESTMENT ADVISORS CORP | IH MISSISSIPPI VALLEY CU INVESTMENT SERVICES | HOBSON FINANCIAL | CORE FINANCIAL SERVICES | CARMONY ASSET & WEALTH ADVISORS | BLACKSTONE WEALTH ADVISORS, LLC

CRD#: 117531 / SEC#: 801-69573

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
140 So. 68th Street, West Des Moines, IA 50266
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 (6/27/2018)

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


INVESTMENT ADVISORS CORP

CRD#: 117531

TRUST BUT VERIFY

Monitor Eileen Beatty

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics