Treze Beasley serves as a Financial Consultant in the Columbia and Florence markets. Treze is a graduate of Francis Marion University with a Masters in Psychology and of Winthrop University with a Masters in Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED RETIREMENT PLANNING COUNSELOR℠ designee. He has his Series 7 and 66 securities registrations held with LPL Financial as well as his SC Life, Accident, and Health Insurance licenses. At South State Investment Services, Mr. Beasley plans to utilize his experience in the financial services industry as well as his background as a professional counselor to help clients pursue their long term goals through comprehensive planning strategies. In his free time, he enjoys cycling.
CERTIFIED FINANCIAL PLANNER™ professional
CHARTERED RETIREMENT PLANNING COUNSELOR℠ designee
Series 7 and 66 securities registrations held with LPL Financial
SC Life, Accident, and Health Insurance licenses
Francis Marion University – Masters in Psychology
Winthrop University – Masters in Business
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.