Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Belotte is a financial advisor with Thrivent Advisor Network, LLC, in Minneapolis, Minnesota. David has over 20 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional, and he holds the Series 3, 4, 7, 24, and 63 licenses, as well as the SIE exam. David is also a Chartered Financial Analyst. David specializes in working with individuals, families, businesses, and charitable organizations. He provides financial planning, investment management, and retirement planning services. David is committed to helping clients reach their financial goals.
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.
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.
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MN
03/02/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
NY
03/04/2020 - 04/02/2024
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
GA
03/11/2019 - 01/06/2020
ROCKEFELLER FINANCIAL LLC (ATLANTA GA)
GA
07/11/2018 - 03/18/2019
ARKADIOS CAPITAL (Atlanta GA)
GA
02/03/2010 - 07/10/2018
TRIAD ADVISORS LLC (ATLANTA GA)
GA
09/28/2004 - 01/19/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NY
01/15/2002 - 11/07/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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