Beth KerekesCRD Number: 3178313
Current Firm: Wells Fargo Advisors, LLC
Beth Kerekes (CRD# 3178313) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Perrysburg, OH and has over 15 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||Perrysburg, OH||May 2009 - Current||8|
|Wachovia Securities||Toledo, OH||Mar 2004 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
- Financial Issue
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV