Beth McDonald (CRD# 5219064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Chester, OH and has over 17 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cincinnati, OH | Apr 2021 - Current | 3 |
| Neat Method Of Cincinnati | Cincinnati, OH | Aug 2020 - Mar 2021 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jul 2020 | 2 |
| Fidelity Brokerage Services LLC | Blue Ash, OH | Jul 2006 - Jul 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- KY
- OH
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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