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Avon Marie Belfi

Cetera Investment Services LLC

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About Avon Marie Belfi

Avon Belfi is a financial professional with Cetera Investment Services LLC. Avon has been in the industry since November 13, 2017. Avon is registered with FINRA and has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Avon was previously registered with NYLIFE Securities LLC.

Firm Information

Avon Belfi is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Avon Belfi’s Registration & Firm History

AL

01/10/2020 - Present

Cetera Investment Services LLC (HOOVER AL)

MO

10/06/2015 - 11/30/2017

NYLIFE SECURITIES LLC (CREVE COEUR MO)

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Licenses & Designations

BC

Issued 11/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Avon Marie Belfi.
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