Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorothy? Claim Your ProfileDorothy Marguerite Belville is a financial advisor with over 40 years of experience in the industry. Dorothy is currently registered with Cetera Investment Advisers LLC and Belville Financial Advisors. Dorothy has held previous positions at Pacific West Securities, Inc., Partnervest Securities, Inc. and Associated Securities Corp. Dorothy holds a Series 63, Series 65, Series 7, Series 1 and Series 24 licenses and has a designation as a Certified Financial Planner.
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
03/21/2024 - Present
Cetera Investment Advisers 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. (MONTEREY CA)
CA
11/29/1994 - 12/11/2006
ASSOCIATED SECURITIES CORP. (MONTEREY CA)
PA
11/13/1980 - 12/12/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 08/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Dorothy Belville is the right advisor for you? Invested Better is here to help.
