Unclaimed
Belinda MacK is a financial advisor in HOUSTON, TX. Belinda has been working in the financial industry since 1989. Belinda is currently registered with UBS Financial Services Inc. Belinda has also been registered with Cetera Investment Services LLC, Wells Fargo Advisors Financial Network, LLC, Retirement Investment Group and Royal Alliance Associates, Inc. Belinda holds Series 63, 66, 7 and SIE licenses. Belinda has experience in financial planning, portfolio management and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
04/02/2015 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
12/08/2014 - 03/13/2015
CETERA INVESTMENT SERVICES LLC (HOUSTON TX)
FL
07/18/2013 - 11/10/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VENICE FL)
TX
12/14/1998 - 03/16/1999
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
TX
12/20/1995 - 12/31/1996
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
TX
05/19/1992 - 12/31/1993
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
AZ
11/19/1989 - 05/17/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/23/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/04/1984 - 05/09/1984
MASON SECURITIES, INC.
NA
06/02/1980 - 07/11/1983
STEPHENS, INC.
BOTH
Issued 09/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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