Unclaimed
Arthur Belvin is a financial advisor with over 20 years of experience in the financial services industry. Arthur is currently registered with Calton & Associates, Inc. and has a Series 6 and Series 63 license. Arthur has a proven track record of success in helping individuals and families achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning. Arthur is committed to providing his clients with personalized service and advice that is tailored to their individual needs.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/13/2017 - Present
Calton & Associates, Inc. (Houston TX)
TX
09/29/1999 - 11/09/2017
IMS SECURITIES, INC. (SPRING TX)
NE
07/27/1999 - 09/28/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/20/1998 - 07/13/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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