Bethany E. Bristow
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bethany Elena Bristow, CFP® was a registered financial professional .
Bethany is a previously registered financial professional and started their career in finance in 2007. Bethany had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
August 25, 2021 - September 13, 2023
BETHANY BRISTOW FINANCIAL PLANNING, LLC
February 22, 2010 - September 16, 2016
MORGAN STANLEY
June 1, 2009 - September 16, 2016
MORGAN STANLEY
August 27, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
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Exams
Current Firm
BETHANY BRISTOW FINANCIAL PLANNING, LLC
CRD#: 288861 / SEC#:
Contact information
Red Flags
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