Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alesia? Claim Your ProfileAlesia Bellak is a financial advisor with UBS Financial Services Inc. Alesia has been in the industry since 1990. Alesia is a registered representative with FINRA and holds the Series 7 and Series 63 licenses. Alesia has been registered with UBS Financial Services Inc. since 2001 and has also worked with Wachovia Securities, LLC and Salomon Smith Barney Inc. Alesia works in the Palm Beach Gardens, Florida office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
01/23/2009 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
01/18/2007 - 01/28/2009
WACHOVIA SECURITIES, LLC (WEST PALM BEACH FL)
FL
06/08/2001 - 01/17/2007
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
NY
10/22/1997 - 06/23/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
05/17/1989 - 10/03/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
10/19/1988 - 05/30/1989
KIMMINS SECURITIES, INC.
BC
Issued 04/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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