Unclaimed
Betty Deane Brick is an investment advisor representative with Brick & Kyle Associates Inc. Betty has been in the industry since 1993. Betty is registered with the state of Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/20/1997 - Present
Brick & Kyle Associates Inc. (NEWTOWN PA)
PA
01/07/2014 - 05/20/2022
COASTAL EQUITIES, INC. (NEWTOWN PA)
PA
06/20/2008 - 12/16/2013
MOORS & CABOT, INC. (NEWTOWN PA)
MA
01/26/2006 - 06/20/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (BOSTON MA)
MA
01/03/2005 - 01/26/2006
MOORS & CABOT, INC. (BOSTON MA)
NY
02/10/1995 - 01/07/2005
MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)
NA
10/12/1993 - 02/09/1995
MERCER SECURITIES, LTD.
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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