Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Truong is a financial advisor who has been in the industry since January 24, 2008. Belinda is currently registered with Cetera Investment Services LLC and is licensed in California. Belinda has experience working with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., LPL FINANCIAL CORPORATION, and UCB INVESTMENT SERVICES, INC. Belinda has passed the Series 63, Series 6, and SIE exams. Belinda is committed to helping clients 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.
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.
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CA
06/25/2013 - Present
Cetera Investment Services LLC (SAN JOSE CA)
CA
10/11/2011 - 11/16/2012
LPL FINANCIAL LLC (SAN JOSE CA)
CA
02/12/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SAN JOSE CA)
CA
02/17/2009 - 02/18/2010
LPL FINANCIAL CORPORATION (SAN JOSE CA)
CA
06/18/2007 - 03/10/2009
UCB INVESTMENT SERVICES, INC. (SAN JOSE CA)
BC
Issued 07/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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