Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Mitcheltree is a financial advisor currently registered with Cetera Investment Advisers LLC. Bethany has been active in the financial industry since November 5, 2002. Bethany has offices in Canonsburg, PA and McKees Rocks, PA. Bethany has passed the Series 6, 7, 24, 51, 63, and 66 exams, as well as the Securities Industry Essentials Examination. Bethany is licensed and registered with the following states: Arkansas, California, Florida, Indiana, Maryland, Michigan, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and West Virginia. Bethany has worked for Foresters Financial Services, Inc. and Foresters Advisory Services in addition to Cetera Investment Advisers LLC.
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.
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.
1
2
PA
09/25/2019 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
11/06/2002 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 07/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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