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Betsy Jane Myers

Drivewealth, LLC

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About Betsy Jane Myers

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.

Firm Information

Betsy Myers is currently registered with Drivewealth, LLC. Drivewealth, LLC is a Limited Liability Company formed in May 2012. The firm is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Betsy Myers’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Betsy Jane Myers.
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