Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie-jose? Claim Your ProfileMarie-jose Bettis is a financial advisor registered with First Citizens Investor Services, Inc. Marie-jose has been in the industry since 2005 and is licensed in several states. Marie-jose specializes in providing financial planning, portfolio management, and selection of other advisors services. Marie-jose has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Marie-jose's experience includes time working with BB&T Securities, LLC, Truist Investment Services, Inc., and BB&T Investment Services, Inc.
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.
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
SC
06/02/2022 - Present
First Citizens Investor Services, Inc. (Greenville SC)
SC
02/17/2021 - 03/23/2022
TRUIST INVESTMENT SERVICES, INC. (GREENVILLE SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
03/30/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BEAUFORT SC)
NC
09/21/2004 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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