Bethany Mitcheltree
Wealth Manager at Cetera Investors
- Role
- Wealth Manager at Cetera Investors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Bethany Mitcheltree
Bethany Mitcheltree Cetera Investors 4600 J Barry Court, Suite 220, Canonsburg, PA 15••••••••43 x 308 B••••••••@ceterainvestors.com Hello! I’m Bethany Mitcheltree, and I am a Wealth Manager for Cetera Investors in Pittsburgh, PA. I currently carry Series 6, Series 63, Series 7, Series 24, Series 51, and Series 66 registrations. I am also a hard working wife and mother of two, who bleeds Black and Gold! I was fortunate enough to have been introduced to the financial services industry by a friend, and as they say, the rest is history. I had found my calling and realized how I can help others in a meaningful way. Whether you are a recent college graduate looking to save money for the first time, a family trying to save money for your kid’s education, someone concerned about protecting your family through life insurance, or perhaps an “empty nester” who may be approaching retirement and your primary concern now is, “will I outlive my money?”, I can help you. I do my best work with those who are most concerned about their retirement. Whatever your concerns may be, I can help guide you toward a comfortable retirement. I also work with clients who are going through a layoff or a sudden change in jobs. As the daughter of a parent who went through an unexpected layoff just a few short years before retirement, I understand the worry this can cause for a family. This is something that I can help with if you should go through a similar experience. If you have any questions, please feel free to contact me at b••••••••@ceterainvestors.com or 80••••••42 x 308. Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Experience
Wealth Manager
Jun 2019 — Present · Canonsburg, PA, US
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
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