Bethany Colflesh's Location
Doylestown, PA, US
Bethany Colflesh's Work
- AVP - Supervision @ LPL Financial
- Senior Regional Supervisory Principal @ LPL Financial
- Supervisory Principal @ LPL Financial
- Client Service Associate @ Wells Fargo Advisors
- Complex Service Manager @ Morgan Stanley
- Operations Manager and Registered Sales Associate II @ Raymond James & Associates
- Registered Sales Associate II @ Raymond James & Associates
- Registered Associate and Branch Manager @ First National Planning Group
Bethany Colflesh's Education
- Rider University
Bachelor of Arts (Liberal Sciences; History)
- Pennsbury High School1994 - 1998
Bethany Colflesh's Skills
- Microsoft Word
- Equities
- Series 63
- Retirement
- Wealth Management
- Retirement Planning
- Securities
- Series 66
- Software Development
- Investment Advisory
Bethany Colflesh's Summary
Bethany Colflesh, based in Doylestown, PA, US, is currently a AVP - Supervision at LPL Financial, bringing experience from previous roles at LPL Financial, Wells Fargo Advisors and Morgan Stanley Wealth Management. Bethany Colflesh holds a Bachelor of Arts in Liberal Sciences; History @ Rider University. With a robust skill set that includes Microsoft Word, Equities, Series 63, Retirement, Wealth Management and more, Bethany Colflesh contributes valuable insights to the industry. Bethany Colflesh has 3 emails on RocketReach.
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