Unclaimed
Arthur Belkin has over 37 years of experience in the financial services industry. He has a strong background in providing financial advice to individuals, businesses, and institutions. Arthur is currently a registered representative at Hightower Advisors, LLC, where he specializes in portfolio management, financial planning, and treasury management. He has held previous positions with Equitable Advisors, LLC, Wellfleet Investments LLC, and CMI Capital Market Investment, LLC, among others. He holds FINRA Series 3, 7, 8, 63, and 65 licenses and the SIE designation. Arthur is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
01/02/2024 - Present
Hightower Advisors, LLC (New York NY)
NY
12/14/2009 - 01/05/2024
EQUITABLE ADVISORS, LLC (NEW YORK NY)
NY
03/30/2005 - 09/30/2009
WELLFLEET INVESTMENTS LLC (GREAT NECK NY)
NY
01/11/2002 - 03/18/2005
CMI CAPITAL MARKET INVESTMENT, LLC (NEW YORK NY)
NY
03/28/2000 - 12/31/2002
WELLFLEET INVESTMENTS LLC (FLORAL PARK NY)
NY
09/08/1995 - 09/04/1998
FUJI SECURITIES INC. (NEW YORK NY)
NY
01/03/1995 - 05/12/1995
SBC CAPITAL MARKETS, INC. (NEW YORK NY)
NY
01/05/1993 - 01/03/1995
SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC. (NEW YORK NY)
NY
10/09/1990 - 02/16/1993
SBC GOVERNMENT SECURITIES INC (NEW YORK NY)
NA
06/13/1988 - 09/19/1990
MANUFACTURERS HANOVER SECURITIES CORPORATION
NA
03/22/1983 - 11/04/1987
SALOMON BROTHERS INC.
IA
Issued 01/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1996
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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