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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blythe? Claim Your ProfileBlythe Davison Berents is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boston, MA. Blythe has been in the financial industry since 1995. Blythe has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. Blythe is registered as a broker-dealer in 53 states and a registered investment advisor in 2 states. Blythe holds the following licenses: Series 6, Series 7, Series 63, Series 65, and Series 66. Blythe has also passed the Securities Industry Essentials Examination. Blythe is a licensed agent for Merrill Lynch, Pierce, Fenner & Smith Inc. Blythe provides financial advisory services for individuals, businesses, and institutional clients. Blythe offers a variety of financial services including financial planning, investment management, and retirement planning. Blythe's primary focus is providing advice to high-net-worth individuals, but also provides services to corporations, pension and profit-sharing plans, and insurance companies. Blythe is committed to providing their clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
10/03/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
11/17/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
08/24/2005 - 11/13/2006
WADDELL & REED, INC. (WALTHAM MA)
NY
02/01/2000 - 02/20/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
08/23/1995 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
10/30/1991 - 08/14/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MD
04/10/1991 - 10/25/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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