Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Bellars is a financial advisor at Consolidated Planning Corp. Claudia is an independent advisor with Raymond James. Claudia has been in the financial services industry since March 1992. Claudia specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third-party advisory fees
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2
VA
09/20/2022 - Present
Consolidated Planning Corp. (Virginia Beach VA)
SC
06/06/2008 - 05/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)
VA
03/30/1992 - 06/20/2008
UBS FINANCIAL SERVICES INC. (VIRGINIA BEACH VA)
IA
Issued 04/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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