Kristeena M Beasley
Financial Advising
Why pick this one
Kristeena M Beasley provides Rocky Mount financial advising with an AAMS® certification and consultations for investment strategy reviews and major financial events.
Best for
- Introductory financial consultations
- Reviewing an existing investment strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- Investment strategy review
- Financial planning for major financial events
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- AAMS® certification
- Edward Jones financial advisor office
- Offers consultations for investment amounts from less than $250K to $1MM+
- Weekday office hours from 9:00 AM to 5:00 PM
- Serves
- Rocky Mount
Distilled from this business's own website.
Contact & Location
- Address
- 4061 Capital Drive, Rocky Mount, NC 27804
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kristeena.beasley@edwardjones.com
Services
- Introductory financial consultations
- Investment strategy reviews
- Account opening
- Financial guidance for major financial events