Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belkis? Claim Your ProfileBelkis Jemela Knudsvig is a registered representative with Wells Fargo Clearing Services, LLC. Belkis has been working in the financial services industry since 2000 and is currently registered in California, Connecticut, District of Columbia, Florida, Michigan, New Jersey, New York, South Carolina, Texas. Belkis has a Series 7 and Series 66 license. Belkis specializes in providing investment consulting services to institutional clients as well as providing financial planning and pension consulting to individuals. Belkis's previous employment includes Barclays Capital Inc. and Lehman Brothers Inc.
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.
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.
Investment consulting services to institutional clients
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
NY
01/11/2019 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
09/22/2008 - 03/12/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/01/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/26/2000 - 06/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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