Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Napier is a financial advisor with over 30 years of experience in the industry. Betty is currently registered with Raymond James & Associates, Inc. Betty has held previous positions with CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., FIRST HERITAGE CORPORATION, and IDS MARKETING CORPORATION. Betty is a registered investment advisor and holds licenses in multiple states, including Michigan, Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Nevada, North Carolina, Ohio, and Tennessee. Betty provides financial planning, pension consulting, and educational seminars for individual clients, businesses, and institutional clients.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/24/2010 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
07/31/1993 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
NY
01/09/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/10/1987 - 01/08/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/19/1985 - 10/28/1987
FIRST HERITAGE CORPORATION
NA
02/27/1985 - 06/13/1985
IDS MARKETING CORPORATION
IA
Issued 08/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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