Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Cervantes is a financial advisor who has been working in the financial services industry since 1991. Betty is registered with Edward Jones and is currently licensed to provide financial advice in Texas. Betty has a broad range of experience in the industry. Prior to working with Edward Jones, Betty worked at BA Investment Services, Inc. and Invest Financial Corporation. Betty has passed the Series 6, Series 7, Series 63 and Series 65 exams. She is also a registered representative with FINRA.
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.
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.
See schedule d - miscellaneous
1
2
TX
11/30/2006 - Present
Edward Jones (SAN ANTONIO TX)
CA
02/02/1993 - 12/08/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
07/29/1991 - 02/08/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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