Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Belkin is a financial advisor with Western International Securities, Inc. David Belkin has been in the securities industry since August 1994. David Belkin is registered to provide investment advisory services in California. David Belkin previously worked at Financial West Group in Westlake Village, CA and The Shemano Group, Inc. in Los Angeles, CA. David Belkin also works as a Controller at Continental Chemical Company and an owner of HDS Property Holdings. David Belkin specializes in financial planning, pension consulting, and portfolio management for individuals 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.
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.
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
CA
10/23/2017 - Present
Western International Securities, Inc. (Woodland Hills CA)
NV
01/16/2008 - 08/21/2017
FINANCIAL WEST GROUP (RENO NV)
CA
11/23/2002 - 01/16/2008
THE SHEMANO GROUP, INC. (LOS ANGELES CA)
CA
02/11/2002 - 12/04/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/01/1994 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 01/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Belkin is the right advisor for you? Invested Better is here to help.
