Unclaimed
Beth Youngman is a financial advisor with Fidelity Brokerage Services LLC. Beth has been in the industry since 2007 and has a wide range of experience. She has a number of licenses including Series 6, Series 7, Series 9, Series 10, and Series 63. Beth's primary location is Covington, KY but she is also licensed in 18 other states.
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.
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.
1
2
KY
11/01/2011 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
01/01/2008 - 11/10/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
04/25/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Beth Youngman is the right advisor for you? Invested Better is here to help.