Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Nicole Strunk has been a registered representative in the securities industry since 2006. Bethany has served as a registered representative for a number of firms including Citigroup Global Markets Inc. and Fidelity Brokerage Services LLC. Currently, Bethany is a Registered Representative at Wells Fargo Clearing Services, LLC where Bethany has been employed since 2017. Bethany specializes in providing investment consulting services, financial planning, and portfolio management for both businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
OH
09/03/2021 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
KY
10/17/2011 - 05/17/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
03/04/2010 - 09/30/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
05/29/2007 - 03/24/2010
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
04/21/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
IA
Issued 06/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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