BC
BC

Beverly Bandlow Curmanskie

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Palmetto Bay, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Beverly is an agent/owner of Beverly Curmanskie Financial since 2006, dedicating about 10-20% of her time. She sells various insurance products to meet client needs.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
December 2024 - Present · 1 yr 2 mos
Ausdal Financial Partners, INC.
December 2024 - Present · 1 yr 2 mos
Ausdal Financial Partners, INC.Broker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - December 2024 · 2 mos
Osaic Wealth, INC.
October 2024 - December 2024 · 2 mos
American Portfolios Advisors, INC
March 2007 - October 2024 · 17 yrs 7 mos
American Portfolios Financial Services, INC.Broker
March 2007 - October 2024 · 17 yrs 7 mos
Questar Asset Management, INC.
January 2005 - March 2007 · 2 yrs 2 mos
Questar Capital Corporation
April 2003 - December 2005 · 2 yrs 8 mos
Questar Capital CorporationBroker
April 2003 - March 2007 · 3 yrs 11 mos
Esi Financial Advisors
September 1996 - April 2003 · 6 yrs 7 mos
Equity Services, INC.Broker
September 1996 - April 2003 · 6 yrs 7 mos
John Hancock Distributors, INC.Broker
March 1996 - August 1996 · 5 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1996 - August 1996 · 5 mos
Equity Services, INC.Broker
April 1994 - November 1995 · 1 yr 7 mos
Pruco Securities CorporationBroker
December 1991 - June 1992 · 6 mos
The Prudential Insurance Company of AmericaBroker
December 1991 - June 1992 · 6 mos
Equity Services, INC.Broker
October 1986 - March 1990 · 3 yrs 5 mos
State Registrations11 states
CACOFLMDMONCNYOHSCTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.