Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Duran is an investment advisor representative with over 30 years of experience in the financial services industry. She currently works at SPC in the Lodi, California, area. Previously, Belinda was registered with Western International Securities, Inc. and Financial West Group. She is a Series 7, 63, and 65 licensed advisor with a Series 24 principal designation. Belinda specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/17/2024 - Present
SPC (ANN ARBOR MI)
CA
08/21/2017 - 06/26/2024
WESTERN INTERNATIONAL SECURITIES, INC. (Lodi CA)
CA
10/10/2000 - 08/21/2017
FINANCIAL WEST GROUP (LODI CA)
MO
01/11/2000 - 10/20/2000
EDWARD JONES (ST. LOUIS MO)
NY
03/16/1999 - 01/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
08/23/1993 - 03/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/07/1989 - 08/26/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Belinda Duran is the right advisor for you? Invested Better is here to help.
