Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belena? Claim Your ProfileBelena Gay Vincetti is a financial advisor currently registered with Belpointe Asset Management LLC. Belena has been in the financial services industry since 2006 and has held prior roles at MML Investors Services, LLC and Strategic Wealth Mgmt Group. Belena's expertise lies in financial planning, investment advising and compliance. Belena is a Certified Financial Planner and holds the Series 7, 66, 24 and 53 licenses. Belena also works as a FINRA Arbitrator. Belena is currently providing services for individual clients, businesses, investment companies, charitable organizations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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NV
02/22/2021 - Present
Belpointe Asset Management LLC (RENO NV)
WI
10/13/2006 - 01/04/2021
MML INVESTORS SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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