Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Colflesh is a financial advisor with LPL Financial LLC in FORT MILL, SC. Bethany has over 15 years of experience in the financial services industry. Bethany is a Series 66, Series 7, Series 9, and Series 10 licensed professional. Bethany is registered to provide investment advice in 53 states and territories. Bethany is also registered with FINRA and the state of Pennsylvania as an investment advisor representative. Prior to joining LPL Financial LLC, Bethany worked at WELLS FARGO ADVISORS, LLC, MORGAN STANLEY and RAYMOND JAMES & ASSOCIATES, INC. Bethany specializes in providing financial advice to individuals, families, businesses, 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.
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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2
SC
01/15/2015 - Present
LPL Financial LLC (FORT MILL SC)
PA
11/05/2013 - 01/13/2015
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
PA
08/03/2011 - 10/28/2013
MORGAN STANLEY (JENKINTOWN PA)
PA
05/29/2007 - 07/26/2011
RAYMOND JAMES & ASSOCIATES, INC. (NEWTOWN PA)
PA
12/06/2005 - 05/29/2007
SECURITIES AMERICA, INC. (HARTSVILLE PA)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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