Unclaimed
Betsy Wilde is a financial advisor with Western International Securities, Inc. located in Pasadena, California. Betsy has been in the securities industry since 1984. She specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
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.
1
2
CA
01/02/2025 - Present
Western International Securities, Inc. (Pasadena CA)
CA
08/02/2011 - 12/13/2013
GBS FINANCIAL CORP. (ARCIADA CA)
CA
04/01/1995 - 06/27/2011
INTERMOUNTAIN FINANCIAL SERVICES, INC. (ARCADIA CA)
UT
08/19/1991 - 04/01/1995
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
CA
02/05/1991 - 06/03/1991
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
UT
07/11/1984 - 01/01/1991
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Betsy Wilde is the right advisor for you? Invested Better is here to help.