Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Bethany Fairfax is the right advisor for you? Invested Better is here to help.