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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McGhee Belt is a financial advisor with Mariner Wealth. Donald has been in the financial services industry since 1995. He is a CERTIFIED FINANCIAL PLANNER™ professional and has a series 65, 63, 7, 24, 87 and SIE licenses. Donald has experience working with individuals, businesses, and trusts. He is based in Sewickley, Pennsylvania and has been working with Mariner Wealth since February 2023. Prior to joining Mariner Wealth, Donald was employed by Robert W. Baird & Co. Incorporated and Hefren-Tillotson, 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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
PA
02/17/2023 - Present
Mariner Wealth (Sewickley PA)
PA
10/21/2022 - 02/20/2023
ROBERT W. BAIRD & CO. INCORPORATED (PITTSBURGH PA)
PA
06/27/1995 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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