Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Belich is an active Registered Representative and Investment Adviser Representative. Christopher has been in the industry since May 2018 and is currently registered with HSBC Securities (USA) Inc.. Christopher holds Series 6, 7, 63, and 66 licenses. Christopher has prior experience at WELLS FARGO CLEARING SERVICES, LLC. Christopher specializes in providing investment advice and portfolio management to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Christopher provides investment recommendations and may recommend other third-party advisers based on the client's approval.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/05/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
05/01/2018 - 07/02/2024
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
BOTH
Issued 05/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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