Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Ann McKernan is an active investment advisor representative at UBS Financial Services Inc. Bethany has been in the financial services industry since April 30, 2017. Bethany is registered with the state of Pennsylvania as a both a broker-dealer and an investment advisor representative. Bethany has passed the Series 66 (Uniform Combined State Law Examination), Series 7 (General Securities Representative Examination) and the SIE (Securities Industry Essentials Examination) exams. Bethany has specializations in various investment categories, including fixed income, equities, mutual funds, variable annuities, and options. UBS Financial Services Inc. is headquartered in Weehawken, New Jersey, and manages over $702 billion in assets.
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.
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.
See schedule d - miscellaneous
1
2
PA
06/27/2017 - Present
UBS Financial Services Inc. (PHILADELPHIA PA)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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