Treze J. Beasley, CFP®, CRPC®
Financial Consultant
Vice President
Columbia, SC
Treze J. Beasley, CFP®, CRPC®
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.
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- CHARTERED RETIREMENT PLANNING COUNSELOR® designee (Conferred by College for Financial Planning)
- Series 7 and 66 securities registrations held with LPL Financial
- SC Life, Accident, and Health Insurance licenses
Education
- Francis Marion University – Masters in Psychology
- Winthrop University – Masters in Business
Important Legal Disclosures and Information
-
Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState 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.
