Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Kucharski is a financial advisor with Cetera Investment Advisers LLC. Belinda has been in the financial services industry since July 25, 1999, and is currently registered with the state of New York. Belinda has a Series 6 and Series 63 license. Belinda has previously worked at LPL FINANCIAL LLC and HSBC SECURITIES (USA) INC.. Belinda provides financial planning and investment advice to individuals and businesses.
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.
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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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (CLIFTON PARK NY)
NY
02/28/2013 - 11/24/2014
LPL FINANCIAL LLC (CLIFTON PARK NY)
NY
05/18/2012 - 10/12/2012
LPL FINANCIAL LLC (CLIFTON PARK NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (CLIFTON PARK NY)
NY
12/05/1997 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 8/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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