Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Zaitz is a financial advisor in Melville, New York. Beth is registered with Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1996. Beth has a Series 7 and Series 63 license. She is also a registered investment advisor in New York and Texas. Beth specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. She has been employed with Wells Fargo Advisors Financial Network, LLC since 2021. Prior to that, Beth was with Wells Fargo Clearing Services, LLC and First Albany Corporation.
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.
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.
Investment consulting services to institutional clients
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
NY
02/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
08/05/2000 - 02/04/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
03/29/1999 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
FL
07/24/1998 - 03/24/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
06/05/1996 - 07/24/1998
THE BOSTON GROUP (LOS ANGELES CA)
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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