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Marie-Jose Bettis

First Citizens Investor Services, Inc.

Charlotte, NC

Greenville, SC

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Current Employers
First Citizens Investor Services, Inc.

8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-06-02
  • SC RA
    APPROVED
    Since 2022-06-02

Branch Locations

128 S Tryon Street, Charlotte, NC 28202 • United States

325 West Mcbee Avenue, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Beaufort SC 03/2006 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Bank Beaufort SC 03/2006 01/2019
Bb&T Beaufort SC 01/2019 02/2021
Truist Investment Services, Inc. Greenville SC 02/2021 05/2022
Truist Advisory Services, Inc. Atlanta GA 02/2021 05/2022
First Citizens Investor Services Raleigh NC 05/2022 Present
First Citizens Bank Greenville SC 05/2022 Present
  • 03/2006 → 02/2021
    Bb&T Investments
    Beaufort, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 03/2006 → 01/2019
    Bb&T Bank
    Beaufort, SC
  • 01/2019 → 02/2021
    Bb&T
    Beaufort, SC
  • 02/2021 → 05/2022
    Truist Investment Services, Inc.
    Greenville, SC
  • 02/2021 → 05/2022
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 05/2022 → Present
    First Citizens Investor Services
    Raleigh, NC
  • 05/2022 → Present
    First Citizens Bank
    Greenville, SC
Previous Registrations
  • 2021-02-17 → 2022-03-23
    Truist Advisory Services, Inc.
    Atlanta, GA
    Greenville, SC
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Beaufort, SC
    Greenville, SC
    Richmond, VA
  • 2006-03-21 → 2018-01-02
    Bb&T Investment Services, Inc.
    Bluffton, SC
    Mount Pleasant, SC
    Charleston, SC
    Charlotte, NC
    Charlotte, NC
    Beaufort, SC
  • 2005-06-01 → 2006-03-21
    Bb&T Asset Management, Inc.
    Mount Pleasant, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-04-28
S65 Uniform Investment Adviser Law Examination 2005-05-31
  • S63 Uniform Securities Agent State Law Examination
    2006-04-28
  • S65 Uniform Investment Adviser Law Examination
    2005-05-31
Other Names
  • Jo Bettis
  • Marie-Jose Bousquet Bettis
  • Marie-J Bousquet-Bettis

View on SEC IAPD

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