Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Marie Kazakevicius is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bethany has been in the securities industry since October 2020. Bethany has been registered with the state of Colorado since December 2020 and with the state of Texas since August 2023. Bethany is also registered with the state of District of Columbia since June 2021. In addition to her FINRA registration, Bethany is also registered as an investment advisor representative (IAR) with Merrill Lynch, Pierce, Fenner & Smith Inc. Bethany's specializations include securities, insurance, and financial planning. Bethany provides a wide range of services to clients, including portfolio management, financial planning, and investment advice. Bethany has been involved in various charitable organizations, including Grace Christian Academy and Cobblestone Global.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
DC
08/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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