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
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.