Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Beasley Booth is a financial advisor with Cambridge Investment Research Advisors, Inc. April has been working in the financial industry since 2003. April is registered with the state of New York as an investment advisor representative and a broker. April has a wide range of experience in the financial services industry, including working as a financial advisor for other firms. April holds the Series 7, Series 24, Series 53, Series 63, and Series 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
10/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Springwater NY)
NY
06/16/2011 - 06/11/2013
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
03/08/2006 - 03/18/2011
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
08/26/2003 - 11/18/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NE
02/20/2003 - 05/27/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
12/11/2001 - 11/29/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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