Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Lardie is a financial advisor registered with Osaic Wealth, Inc. Beth is a registered investment advisor in California and Colorado and is licensed in both states. Beth has been in the industry since 1992 and has held past positions with companies like Morgan Stanley, LPL Financial LLC, and Ally Invest Securities LLC. Beth's financial expertise focuses on providing financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
CO
07/08/2024 - Present
Osaic Wealth, Inc. (STERLING CO)
NC
03/06/2024 - 05/06/2024
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
CA
01/28/2020 - 02/27/2024
LPL FINANCIAL LLC (EL DORADO HILLS CA)
CA
02/24/2014 - 12/02/2019
MORGAN STANLEY (FOLSOM CA)
CA
08/20/2012 - 07/03/2013
ROBERT W. BAIRD & CO. INCORPORATED (ROSEVILLE CA)
NY
01/21/2011 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
CA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (FOLSOM CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FOLSOM CA)
NY
08/22/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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