Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Conrad is a financial advisor registered in Kentucky. Bethany has over 10 years of experience in the financial services industry. Bethany Conrad currently works with Truist Advisory Services, Inc. Bethany has a Series 6, 7, 63, 66, 52, 53, 4, and 24. Bethany Conrad specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning. Bethany's past work experience includes time at U.S. BANCORP INVESTMENTS, INC. and Fifth Third Securities, Inc..
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.
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.
Wrap fee product and financial profiling services using desktop software
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
KY
04/29/2022 - Present
Truist Advisory Services, Inc. (OWENSBORO KY)
KY
08/30/2016 - 04/20/2022
FIFTH THIRD SECURITIES, INC. (OWENSBORO KY)
KY
06/30/2011 - 07/26/2016
U.S. BANCORP INVESTMENTS, INC. (OWENSBORO KY)
BOTH
Issued 09/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/20/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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