Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Demassimo is an investment advisor representative with Sanctuary Advisors, LLC. Bethany has been in the industry since 2006 and has experience working with individuals, corporations, and charitable organizations. Bethany holds Series 7, 63, and 65 securities licenses. Bethany is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, and Wisconsin. Bethany's previous employment history includes roles at Morgan Stanley, LPL Financial LLC, The Huntington Investment Company, and Private Advisor Group.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/12/2024 - Present
Sanctuary Advisors, LLC (DUBLIN OH)
OH
09/19/2018 - 04/07/2023
MORGAN STANLEY (Columbus OH)
OH
09/12/2016 - 08/30/2018
LPL FINANCIAL LLC (SPRINGFIELD OH)
OH
04/17/2006 - 06/22/2015
THE HUNTINGTON INVESTMENT COMPANY (SPRINGFIELD OH)
BC
Issued 03/13/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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