Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Dawson is a financial advisor with over 22 years of experience in the financial industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC in Long Beach, California. Prior to joining Wells Fargo Advisors, Belinda worked for UBS Financial Services Inc. and First Union Securities, Inc. Belinda is licensed to provide investment advisory and brokerage services in California. She offers a variety of services including financial planning, portfolio management, and investment consulting. Belinda is committed to helping her clients achieve their financial 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.
Investment consulting services to institutional 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.
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2
CA
05/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
NV
10/05/2012 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (INCLINE VILLAGE NV)
CA
04/15/2002 - 10/09/2012
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
MO
03/12/2002 - 04/23/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
02/05/2000 - 06/04/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
07/12/1999 - 01/31/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/22/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 08/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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