Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bellsky is a financial advisor with over 13 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and has been with the firm since February 2020. Previously, David worked at Sigma Financial Corporation and Primevest Financial Services, Inc.. David holds the Series 7, 63, and 66 securities licenses as well as the Series 65 investment advisor license. David is dedicated to providing financial advice and guidance to individuals, families, and businesses. David is also a member of Frankenmuth Credit Union's Investment Center.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MI
02/18/2020 - Present
LPL Financial LLC (MIDLAND MI)
MI
07/22/2016 - 02/20/2020
SIGMA FINANCIAL CORPORATION (FRANKENMUTH MI)
MI
04/11/2007 - 08/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SAGINAW MI)
MI
11/30/2006 - 04/02/2007
IFMG SECURITIES, INC. (BAY CITY MI)
MI
10/11/2004 - 12/31/2006
TCF INVESTMENTS, INC. (BAY CITY MI)
NY
03/27/2002 - 04/07/2004
AXA ADVISORS, LLC (NEW YORK NY)
MI
06/25/2001 - 03/21/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
11/09/2000 - 06/06/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/09/2000 - 06/06/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Bellsky is the right advisor for you? Invested Better is here to help.
