Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lily? Claim Your ProfileLily Justine Beitel-horton is a financial advisor who has been registered with the Securities and Exchange Commission since 2014. Lily is currently registered with BSW Wealth Partners, a firm headquartered in Boulder, CO. Prior to joining BSW Wealth Partners, Lily worked at UBS FINANCIAL SERVICES INC. in Washington, DC, from 2016 to 2020. Lily is a Certified Financial Planner and has passed the Series 3, 7, 66 and SIE exams. Lily has also worked for both MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BARCLAYS CAPITAL INC. Lily specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Lily provides financial planning, portfolio management, and other 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.
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.
1. tax & estate planning coordination 2. diversification planning 3. employee stock options
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.
Travel reimbursement
1
2
CO
12/06/2023 - Present
BSW Wealth Partners (BOULDER CO)
DC
07/01/2016 - 12/03/2020
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
DC
08/04/2015 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
04/01/2014 - 06/25/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
BOTH
Issued 08/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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