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Bethany Terese Fairfax

Valmark Securities, Inc.

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About Bethany Terese Fairfax

Bethany Fairfax is a financial advisor with Valmark Securities, Inc., She has been working in the industry since July 23, 2019. Bethany holds licenses in the state of Iowa, Minnesota, Pennsylvania and Wisconsin. Bethany has Series 7, Series 66 and SIE licenses.

Firm Information

Bethany Fairfax is currently registered with Valmark Securities, Inc.. Valmark Securities, Inc. is a Corporation that was formed on December 8, 1992. It is registered in 51 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bethany Fairfax’s Registration & Firm History

MN

11/12/2021 - Present

Valmark Securities, Inc. (MINNEAPOLIS MN)

IA

07/18/2019 - 11/05/2021

U.S. BANCORP INVESTMENTS, INC. (MASON CITY IA)

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Licenses & Designations

BOTH

Issued 05/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bethany Terese Fairfax.
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