Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Custer is a financial advisor who has been in the industry since September 26, 1979. Betty is currently registered with Osaic Wealth, Inc., where she provides financial planning and portfolio management services for individuals, businesses, and pension plans. Betty is also a Certified Financial Planner.
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.
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2
WI
01/24/2025 - Present
Osaic Wealth, Inc. (MADISON WI)
WI
05/07/1984 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (MADISON WI)
ND
06/27/1987 - 11/01/1990
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
05/07/1984 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
02/21/1984 - 07/24/1986
COLONIAL PENN DISTRIBUTORS CORP.
NA
09/27/1979 - 01/24/1985
INA SECURITY CORPORATION
NA
11/12/1984 - 01/14/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 04/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1979
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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