Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Harold Belville is a financial advisor registered with Cetera Advisors LLC in Monterey, CA. Donald has over 30 years of experience in the financial services industry. Donald holds Series 6, Series 63, and SIE licenses and is registered to provide investment advice in California. Donald was previously registered with Pacific West Securities, Inc., Partnervest Securities, Inc., Associated Securities Corp., and Cigna Financial Advisors, Inc.
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.
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.
1
2
CA
02/01/2012 - Present
Cetera Advisors LLC (MONTEREY CA)
CA
07/13/2009 - 02/02/2012
PACIFIC WEST SECURITIES, INC. (MONTEREY CA)
CA
12/11/2006 - 07/13/2009
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
CA
11/29/1994 - 12/11/2006
ASSOCIATED SECURITIES CORP. (MONTEREY CA)
PA
09/03/1985 - 12/12/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 04/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Belville is the right advisor for you? Invested Better is here to help.
