Unclaimed
Betsy Myers is a financial professional with over 17 years of experience in the financial services industry. Betsy has held various roles at several firms including TD Ameritrade, Inc., Ameritrade, Inc., DOUGH LLC, and currently at Drivewealth, LLC. Betsy holds several licenses and registrations including Series 66, Series 4, Series 24, SIE, Series 34, Series 3, and Series 7. Betsy is currently registered in Iowa, New Jersey, and New York.
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
NY
10/01/2021 - Present
Drivewealth, LLC (New York NY)
IL
02/01/2021 - 09/09/2021
DOUGH LLC (CHICAGO IL)
NE
04/22/2006 - 01/06/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
10/07/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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