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Betsy Nan Bloom

Raymond James Financial Services, Inc.

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About Betsy Nan Bloom

Betsy Nan Bloom is a financial advisor with Raymond James Financial Services, Inc. She has over 30 years of experience in the financial services industry. Betsy has a strong background in investment planning and is dedicated to helping her clients achieve their financial goals. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the New Jersey Securities Industry Association. Betsy holds a Series 7, Series 6, and Series 63 license. She is currently licensed to provide financial services in New Jersey.

Firm Information

Betsy Bloom is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

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 Bloom’s Registration & Firm History

NJ

12/19/2017 - Present

Raymond James Financial Services, Inc. (SADDLE RIVER NJ)

NJ

06/23/2011 - 01/05/2016

METLIFE SECURITIES INC. (MONTCLAIR NJ)

NJ

04/22/2005 - 01/20/2011

METLIFE SECURITIES INC. (ELMWOOD PARK NJ)

NJ

04/22/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ELMWOOD PARK NJ)

IN

08/22/1994 - 05/07/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/22/1994 - 05/07/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

04/18/1988 - 08/15/1994

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

04/18/1988 - 08/15/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Betsy Nan Bloom.
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