Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Dever is a financial advisor with over 20 years of experience in the industry. Bethany is currently registered with Fidelity Personal and Workplace Advisors, where Bethany provides financial planning, portfolio management, and educational seminars. Previously, Bethany has worked with various financial institutions including LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Horace Mann Investors, Inc., and others. Bethany holds the Series 7, Series 63, and Series 66 licenses and is also a Certified Financial Planner. Bethany's professional experience and qualifications provide Bethany with a strong foundation to offer comprehensive financial advice to individual clients and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/11/2020 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
MA
08/12/2016 - 06/17/2020
LPL FINANCIAL LLC (FALMOUTH MA)
MA
05/04/2015 - 08/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MARSTONS MILLS MA)
MA
03/14/2014 - 05/22/2015
HORACE MANN INVESTORS, INC. (MASHPEE MA)
MA
02/01/2012 - 03/10/2014
INFINEX INVESTMENTS, INC. (EDGARTOWN MA)
MA
08/12/2008 - 01/24/2012
CCO INVESTMENT SERVICES CORP. (SO YARMOUTH MA)
MA
05/27/2008 - 08/25/2008
LPL FINANCIAL CORPORATION (CEDARVILLE MA)
MA
08/08/2007 - 05/27/2008
IFMG SECURITIES, INC. (PLYMOUTH MA)
MA
01/30/2007 - 07/26/2007
LINSCO/PRIVATE LEDGER CORP. (SALEM MA)
RI
01/25/2000 - 02/16/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
12/11/1998 - 12/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
07/21/1998 - 12/01/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Bethany Dever is the right advisor for you? Invested Better is here to help.
