Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belfield? Claim Your ProfileBelfield Howell Carter has been in the financial services industry since December 8, 1968. Belfield currently works at Carter, Terry & Company, Inc. and has held various positions within this firm since 1991. Before that, Belfield worked at ATTKISSON AND ASSOCIATES, INCORPORATED, SHAPIRO, CARTER & COMPANY, INC. and BEAR, STEARNS & CO. INC. Belfield Howell Carter holds Series 63 and 65 licenses. Belfield specializes in providing investment advisory services to individuals, businesses, and pension and profit-sharing plans. Belfield is registered in 17 states and provides services through Carter, Terry & Company, Inc., which is based in Atlanta, GA.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
04/30/2018 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
NA
01/11/1991 - 02/04/1991
ATTKISSON AND ASSOCIATES, INCORPORATED
NA
11/17/1989 - 01/14/1991
SHAPIRO, CARTER & COMPANY, INC.
NY
03/21/1977 - 11/27/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
12/02/1968 - 04/16/1977
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/31/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/22/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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