Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Joann Cole is a registered Investment Advisor Representative with The Clarius Group, LLC. Betsy has over 15 years of experience in the financial services industry and holds Series 66, Series 7, and SIE licenses. Betsy specializes in providing financial planning, portfolio management and selection of other advisors for individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Prior to joining The Clarius Group, LLC, Betsy worked with D.A. Davidson & CO, Private Client Services, LLC, Symetra Investment Services, Inc., Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WA
12/12/2021 - Present
THE Clarius Group, LLC (SEATTLE WA)
WA
12/18/2015 - 07/06/2017
D.A. DAVIDSON & CO. (BELLEVUE WA)
WA
11/20/2013 - 12/10/2015
PRIVATE CLIENT SERVICES, LLC (BELLEVUE WA)
WA
01/06/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
07/07/2011 - 11/10/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
WA
01/01/2008 - 01/06/2011
WELLS FARGO ADVISORS, LLC (BELLINGHAM WA)
WA
05/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BELLINGHAM WA)
MN
03/09/2004 - 02/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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