Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethann? Claim Your ProfileBethann Stroud Goodrick is a financial advisor with over 23 years of experience in the financial services industry. Bethann currently works with LPL Financial LLC, and has previously worked with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Bethann has been registered with the state of Illinois since 2005 and is also registered with the state of Florida and Texas. Bethann holds the Series 66, Series 7 and SIE licenses, and is registered with the state of Illinois as an Investment Advisor Representative. Bethann specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other 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.
Consulting and other non-discretionary advisory services
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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IL
02/11/2025 - Present
LPL Financial LLC (WESTERN SPRINGS IL)
IL
07/06/2005 - 09/15/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/21/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
03/14/2001 - 08/05/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/23/1999 - 12/21/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
10/27/1998 - 07/16/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1998 - 07/16/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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