Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belle? Claim Your ProfileBelle Harris is a financial advisor at M Holdings Securities, Inc. Belle has been working in the financial services industry since 2013. Belle has a strong background in financial planning and investment management. Belle is also a registered representative with Series 7, Series 63 and Series 66 licenses. Belle holds a General Securities Principal Examination (Series 24) license. Belle provides financial advice to individuals, families, and businesses. Belle is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
TX
12/21/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
TX
04/23/2020 - 08/29/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/08/2013 - 04/01/2020
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 06/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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