Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Demarco is a financial advisor who has been in the industry since October 28, 2000. Beth is currently registered with Raymond James & Associates, Inc. and has been with the firm since September 28, 2015. Prior to that, Beth worked at Morgan Stanley, Citigroup Global Markets Inc., QA3 Financial Corp., Royal Alliance Associates, Inc., and Advest, Inc. Beth has a Series 7, Series 24, Series 66, and SIE license. Beth also provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
09/28/2015 - Present
Raymond James & Associates, Inc. (Boston MA)
FL
06/01/2009 - 09/25/2015
MORGAN STANLEY (ST. PETERSBURG FL)
FL
07/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. PETERSBURG FL)
NE
05/19/2004 - 07/06/2005
QA3 FINANCIAL CORP. (OMAHA NE)
AZ
03/11/2003 - 05/17/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
09/12/2000 - 01/23/2003
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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