Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bellia is a financial advisor who has been in the industry since 2011. David currently works for Principal Securities, Inc. and Principal Life Insurance Company. David has experience with individuals, families, corporations, and retirement plans. David has passed the Series 7, Series 66, and Series 56 exams and holds a current registration as a Registered Representative in North Carolina. David also offers insurance products.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
09/30/2020 - Present
Principal Securities, Inc. (Raleigh NC)
NC
03/21/2014 - 09/24/2020
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NY
06/04/2013 - 02/14/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
04/11/1997 - 05/08/1997
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NJ
08/20/1996 - 01/21/1997
J.S. SECURITIES, INC. (PT. PLEASANT BEACH NJ)
TX
11/09/1995 - 10/11/1996
T.L. GROUP, INC. (FORT WORTH TX)
NY
03/28/1995 - 08/09/1995
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
BOTH
Issued 04/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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