Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belkis? Claim Your ProfileBelkis Alicia Rodriguez Tobar is a financial professional with over 17 years of experience in the industry. Belkis is currently registered with Stonex Financial Inc. in Florida, New York, and Texas. Prior to joining Stonex Financial Inc., Belkis worked at BEAR, STEARNS & CO. INC. in New York. Belkis holds Series 7, 55, 63, 57TO, 99TO, and SIE licenses.
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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2
FL
09/03/2009 - Present
Stonex Financial Inc. (MIAMI FL)
NY
07/18/2005 - 09/04/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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