Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Phelps is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Belinda has been in the securities industry since 2000. Prior to joining Merrill Lynch, Belinda worked at CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES and J.P. MORGAN SECURITIES INC. Belinda holds Series 2, 7, 63 and 65 licenses and the SIE exam. Belinda is registered to provide securities and investment advisory services in New York and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
03/18/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
05/29/2007 - 03/10/2011
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/19/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (HOUSTON TX)
NY
12/22/2000 - 07/08/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 08/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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