Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Nelson is a financial professional with over 2 years of experience in the financial services industry. Bethany is currently registered with KEY Investment Services LLC and is licensed to conduct business in Maine. Bethany has experience in the areas of securities and investment advisory.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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ME
02/15/2024 - Present
KEY Investment Services LLC (Auburn ME)
ME
01/01/2022 - 10/19/2023
LPL FINANCIAL LLC (WATERVILLE ME)
BC
Issued 06/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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