Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Susan Mundale is a financial advisor with LPL Financial LLC. Betty has been in the financial industry since 1982 and is licensed in Colorado and Texas. Betty is a Chartered Financial Consultant and holds the Series 7, Series 24, and Series 63 licenses. Betty also has experience with OMNIVEST, INC. and Consolidated Investment Services, INC. Betty works out of the LPL Financial LLC office in Centennial, Colorado. Betty is a Registered Representative of LPL Financial LLC and an Investment Advisor Representative of LPL Financial LLC. Betty is dedicated to providing her clients with personalized financial advice. Betty offers a variety of financial services including financial planning, portfolio management, and investment advice. Betty also offers consulting and other non-discretionary advisory services.
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.
1
2
CO
02/05/2008 - Present
LPL Financial LLC (CENTENNIAL CO)
CO
11/08/1983 - 04/03/1995
OMNIVEST, INC. (DENVER CO)
NA
11/04/1981 - 07/25/1983
CONSOLIDATED INVESTMENT SERVICES, INC.
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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