Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Louise Szymecki is a registered representative with Northwestern Mutual Investment Services, LLC, located in Pittsburgh, Pennsylvania. Beth has been in the industry for over a year. She is licensed to sell securities in Pennsylvania. She has passed the Series 63, Series 7TO, and SIE exams. Beth was previously employed by Pershing LLC in Jersey City, New Jersey.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
PA
06/18/2024 - Present
Northwestern Mutual Investment Services, LLC (PITTSBURGH PA)
NJ
06/07/2023 - 05/03/2024
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 08/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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