Unclaimed
Belinda Butler is a financial advisor with Truist Advisory Services, Inc. Belinda has been in the industry since 2003 and is registered with the state of North Carolina and has been licensed to provide financial advice in 53 states. Belinda has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Belinda's specialties include financial planning, portfolio management, and retirement planning. Belinda is committed to providing her clients with personalized financial advice and helping them reach 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
NC
03/02/2021 - Present
Truist Advisory Services, Inc. (GREENVILLE NC)
VA
02/12/2021 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
04/19/2016 - 04/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE NC)
NC
03/30/2009 - 04/21/2016
WELLS FARGO ADVISORS, LLC (GREENVILLE NC)
NC
12/02/2005 - 04/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE NC)
NC
11/11/2003 - 11/29/2005
EDWARD JONES (WINTERVILLE NC)
BC
Issued 03/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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