Unclaimed
Bettye Marie Dolinsky is a registered representative with Citigroup Global Markets Inc. Bettye has been in the financial services industry since 1977. Her previous experience includes roles with LOEB, RHOADES & CO. INC., LOEB PARTNERS, MORGAN STANLEY & CO., INCORPORATED, WERTHEIM SCHRODER & CO. INCORPORATED, DIRECT ACCESS PARTNERS LLC and DINOSAUR FINANCIAL GROUP, L.L.C. Bettye is licensed in New York and holds the following securities licenses: Series 4, Series 5, Series 7, Series 24, Series 63, Series 79, and the SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/27/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/05/2013 - 03/08/2019
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
07/11/2011 - 11/22/2011
DIRECT ACCESS PARTNERS LLC (NEW YORK NY)
NA
05/01/1992 - 10/29/1993
WERTHEIM SCHRODER & CO. INCORPORATED
NA
02/27/1980 - 04/23/1992
MORGAN STANLEY & CO., INCORPORATED
NA
04/20/1978 - 02/27/1980
MORGAN STANLEY & CO., INCORPORATED
NA
01/18/1978 - 04/06/1978
LOEB PARTNERS
NA
10/03/1977 - 01/18/1978
LOEB, RHOADES & CO. INC.
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2016
Series 4 - Registered Options Principal Examination
BC
Issued 08/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bettye Dolinsky is the right advisor for you? Invested Better is here to help.