Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethany? Claim Your ProfileBethany Ruth Essendrop is a financial advisor who has been working in the industry since August 2010. Bethany is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor in Colorado. Prior to joining Cetera Investment Advisers LLC, Bethany worked for Cetera Advisors LLC and T. Rowe Price Investment Services, Inc. Bethany holds the Series 7TO, Series 63, and Series 66 securities licenses. She also holds the Securities Industry Essentials Examination (SIE). Bethany is a marketing coordinator for Purpose Planning and a financial professional for Spencer Financial. Bethany works with a range of clients including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
FOUNTAIN, CO
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.
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2
CO
05/15/2024 - Present
Cetera Investment Advisers LLC (FOUNTAIN CO)
CO
03/25/2013 - 05/22/2017
CETERA ADVISORS LLC (COLORADO SPRINGS CO)
CO
12/11/2008 - 04/04/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 4/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 5/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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