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 Arias is an Investment Advisor Representative associated with Waterloo Capital. Betty Jean is a Certified Financial Planner™ with over 30 years of experience in the financial services industry. Betty Jean is registered with the state of Texas. Before joining Waterloo Capital, Betty Jean worked as a Financial Advisor with Raymond James & Associates, Inc. from 2013 to 2018. Betty Jean is also a Partner and Advisor with MAM Group LLC dba AMG Wealth Advisors, managing client assets.
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.
Helps you choose top advisors aligned with your financial 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.
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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TX
04/17/2018 - Present
Waterloo Capital (AUSTIN TX)
TX
02/13/2013 - 05/03/2018
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
03/08/1996 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
NY
01/23/1991 - 04/04/1996
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
04/02/1990 - 01/25/1991
NCNB SECURITIES, INC. (BOSTON MA)
NA
04/10/1989 - 04/02/1990
NCNB TEXAS SECURITIES, INC.
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/28/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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