Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belma? Claim Your ProfileBelma Cager is a financial advisor with Concourse Financial Group Securities, Inc. Belma has been in the industry since July 28, 2011. Belma is registered with the state of Mississippi, Arkansas, Tennessee and is Series 66, SIE, Series 31 and Series 7 licensed. Belma has previous experience with Cetera Investment Services LLC, AXA Advisors, LLC and Morgan Stanley Smith Barney. Belma Cager is a financial advisor who can help you with your financial needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
11/30/2021 - Present
Concourse Financial Group Securities, Inc. (Clarksdale MS)
MS
10/03/2013 - 11/26/2021
CETERA INVESTMENT SERVICES LLC (CLEVELAND MS)
MS
04/19/2012 - 09/13/2013
AXA ADVISORS, LLC (RIDGELAND MS)
MS
07/07/2011 - 05/01/2012
MORGAN STANLEY SMITH BARNEY (JACKSON MS)
BOTH
Issued 08/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Belma Cager is the right advisor for you? Invested Better is here to help.
