Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Batiste is a financial advisor at Wells Fargo Clearing Services, LLC. Belinda has been a registered financial advisor since 1987, and has worked at several firms in the industry. Belinda's current registrations are in Louisiana and Texas, and Belinda holds Series 7 and Series 63 licenses. Belinda provides investment consulting services to institutional clients, as well as financial planning and portfolio management for businesses and individuals. Belinda's firm manages over $558 billion in assets.
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.
1
2
LA
03/29/2022 - Present
Wells Fargo Clearing Services, LLC (NEW ORLEANS LA)
LA
04/29/2011 - 03/31/2022
AMERIPRISE FINANCIAL SERVICES, LLC (NEW ORLEANS LA)
LA
07/06/2005 - 04/29/2011
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
IL
08/03/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
03/01/1994 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
NY
12/22/1987 - 11/15/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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