Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bellaria? Claim Your ProfileBellaria Jimenez is a financial professional with over 25 years of experience in the financial services industry. Bellaria has worked with MML Investors Services, LLC since March 2017, and previously held positions with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Bellaria is a Certified Financial Planner™ professional and holds multiple securities licenses, including Series 6, 7, 24, 26, 53, and 63. Bellaria is also a registered investment advisor in both New Jersey and Texas. Bellaria is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
02/21/2020 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
08/28/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NY
08/28/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
12/08/1995 - 08/29/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 12/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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