Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Jean Albitz is a financial professional with over 39 years of experience in the industry. Betty has been registered with LPL Financial LLC since November 2017, providing financial advice to clients in Minnesota and Texas. Prior to joining LPL Financial LLC, Betty was associated with National Planning Corporation and VOYA FINANCIAL ADVISORS, INC. Betty is a Chartered Financial Consultant and holds a Series 7, Series 63, and Series 65 license. Betty also has a variety of licenses and certifications, including non-variable insurance, fixed insurance, and Medicare solicitation and enrollment. Betty Albitz has been serving clients in Bloomington, MN since 2017.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
04/06/2021 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
04/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (EDINA MN)
MN
02/10/1995 - 04/22/2016
VOYA FINANCIAL ADVISORS, INC. (EDINA MN)
MA
10/02/1990 - 12/02/1996
MANEQUITY, INC. (BOSTON MA)
AZ
11/19/1989 - 02/09/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/24/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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