Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Belanger is a financial advisor with over 20 years of experience in the industry. David is currently registered with Citigroup Global Markets Inc. in Texas and has previously held positions with firms such as Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds several industry licenses and certifications, including Series 7, 10, 24, 52, 53, 63, 66, 99 and SIE. David specializes in working with a wide range of clients, including high-net-worth individuals, corporations, pension plans and charitable organizations.
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.
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 advice
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
10/23/2023 - Present
Citigroup Global Markets Inc. (San Antonio TX)
MO
07/27/2022 - 10/18/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
SC
11/30/2021 - 06/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
TX
06/22/2016 - 11/09/2021
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
GA
04/15/2014 - 06/14/2016
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/15/2014 - 06/14/2016
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/15/2014 - 06/14/2016
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/15/2014 - 06/14/2016
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
01/11/2013 - 03/26/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
06/28/2012 - 01/09/2013
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
AZ
04/11/2011 - 06/12/2012
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/23/2010 - 04/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
GA
01/04/2010 - 09/27/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/04/2010 - 09/27/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/04/2009 - 09/27/2010
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
CO
02/07/2000 - 06/19/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2012
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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