Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Csengody is a financial advisor associated with LPL Financial LLC. Beth holds FINRA licenses Series 7, 24, and 99 and the SIE. Beth has been in the financial industry since 2017 and has experience with Wells Fargo Clearing Services, LLC. Prior to joining LPL Financial LLC, Beth was a registered representative with Wells Fargo Clearing Services, LLC. Beth is registered with the state of Missouri. Beth is located in SAN DIEGO, CA at the branch office of LPL Financial LLC, which is located at 4707 Executive Dr.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/04/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
06/16/2017 - 04/22/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 12/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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