Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Belport is a financial advisor with over 40 years of experience in the industry. David is registered with Wells Fargo Advisors Financial Network, LLC and has held previous positions at UBS Financial Services Inc., Shearson Lehman Hutton Inc., and E.F. Hutton & Company Inc. David is licensed to provide investment advice and services in multiple states, including Connecticut, South Carolina, Arizona, California, Colorado, Florida, Hawaii, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and Virginia. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Investment consulting services to institutional clients
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
CT
03/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
SC
12/19/2008 - 03/10/2023
WELLS FARGO CLEARING SERVICES, LLC (HILTON HEAD ISLAND SC)
CT
05/07/1990 - 12/24/2008
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
NY
02/15/1988 - 05/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/19/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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