Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betheney? Claim Your ProfileBetheney McIntosh is a financial advisor with over 20 years of experience in the industry. Betheney currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered in Ohio and Texas. Previously, Betheney has worked at Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Royal Alliance Associates, Inc. and American Express Financial Advisors Inc. Betheney is a Series 7 and Series 66 licensed representative. Betheney specializes in providing portfolio management services to individuals, businesses, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
10/19/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOLEDO OH)
MI
06/29/2009 - 04/16/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ANN ARBOR MI)
OH
07/01/2003 - 06/30/2009
WELLS FARGO ADVISORS, LLC (TOLEDO OH)
NY
12/18/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AZ
06/25/2001 - 12/21/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/08/2000 - 06/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/2000 - 06/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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