Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Jane Trembley is a financial advisor with Continental Investors Services, Inc. in LONGVIEW, WA. Betty Jane has been in the industry since 1981 and has held licenses in multiple states. Betty Jane currently has a Series 63, 65 and 7 and SIE license and has experience providing financial advice to individuals and non-profit organizations. Betty Jane specializes in providing portfolio management for both individuals and non-profit organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
01/03/2013 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
WA
03/27/1992 - 04/24/1992
FIRST WASHINGTON CORPORATION (SEATTLE WA)
WA
08/17/1981 - 03/31/1992
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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