Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Ellen Lewis is a registered representative and investment advisor representative with Access Financial Resources Inc. Beth has been in the industry for more than 20 years. Beth is registered in Oklahoma and Texas. Beth is currently working with Access Financial Resources Inc. located in Oklahoma City, Oklahoma. Previously, Beth was employed at several other firms, including United Planners' Financial Services of America, Edward Jones, OppenheimerFunds Distributor, Inc., CIM Securities, LLC, GE Investment Distributors, Inc, Nationwide Investment Services Corporation, and Aetna Investment Services, Inc.
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.
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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OK
10/06/2015 - Present
Access Financial Resources Inc. (OKLAHOMA CITY OK)
OK
05/01/2015 - 09/17/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (NORMAN OK)
OK
10/24/2011 - 05/21/2015
EDWARD JONES (NORMAN OK)
CO
03/05/2004 - 10/10/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NJ
08/05/2002 - 12/16/2002
CIM SECURITIES, LLC (WALL TOWNSHIP NJ)
CT
01/09/2001 - 02/13/2001
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
OH
01/11/1999 - 11/12/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CT
05/11/1994 - 04/03/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 11/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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