Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Best is a financial professional with over 20 years of experience in the industry. Belinda is registered as a Registered Representative and Investment Adviser Representative, and holds the Series 7, Series 63, Series 65, and SIE licenses. Belinda is currently employed at Harbour Investments, Inc., a firm that manages assets between $1 billion and $10 billion. Previous employment includes Ameriprise Financial Services, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Belinda is an active member of the financial industry and provides a wide range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Belinda specializes in helping clients with their investment needs, with a focus on retirement planning, college savings, and estate planning.
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.
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.
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2
MI
10/19/2016 - Present
Harbour Investments, Inc. (BATTLE CREEK MI)
MI
11/16/2007 - 12/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
MI
07/01/2003 - 01/03/2007
WACHOVIA SECURITIES, LLC (BATTLE CREEK MI)
NY
09/09/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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