Beth H. Dandrea

PLUMTREE FINANCIAL PLANNING

Malvern, PA 19355

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CRD#: 1474100

Professional summary

Beth Hope Dandrea, CFP®, who also goes by Beth Hope Maranoff, is a registered financial advisor currently at PLUMTREE FINANCIAL PLANNING located in Malvern, Pennsylvania.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Beth has worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Hope Maranoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Hope Dandrea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 13, 2013 - Present

PLUMTREE FINANCIAL PLANNING

Office #1: 101 Lindenwood Drive Suite 225, Malvern, PA 19355

RIA

CRD#: 167853

Malvern, PA

Past

November 9, 1995 - August 8, 2005

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/13/2013)

IAR

Texas
(1/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/30/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/8/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLUMTREE FINANCIAL PLANNING

BETH D'ANDREA, FINANCIAL PLANNER, LLC | PLUMTREE FINANCIAL PLANNING | D'ANDREA, BETH HOPE

CRD#: 167853 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/18/2013 Approved)

Texas

Registered Investment Advisory firm - (1/5/2022 Conditional Restricted)

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Contact information

Main Address

101 Lindenwood Drive Suite 225, Malvern, PA 19355

Mailing Address

Phone number

(484) 875-3072

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Beth H. Dandrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Hope Dandrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLUMTREE FINANCIAL PLANNING

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 12/14/1995

Series 7

Date: 5/30/2002

Series 6

Date: 11/8/1995

Current Firm

PLUMTREE FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

PLUMTREE FINANCIAL PLANNING

TRUST BUT VERIFY

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