Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michael Belme is an investment advisor representative with Morgan Stanley. George has been in the industry since 1973 and has held previous positions with UBS Financial Services Inc., Kessler & Company Investments, Inc., Dean Witter Reynolds Inc., Jesup & Lamont, Incorporated, Hanifen, Imhoff Securities Corp., Prudential-Bache Securities Inc., H. C. Copeland And Associates Equities, Inc., The Variable Annuity Marketing Company, and American General Capital Planning, Inc.. George is licensed in 43 states and holds the Series 1, Series 7, Series 63, Series 65, and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
06/01/2009 - Present
Morgan Stanley (Greenwood Village CO)
CO
01/30/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTENNIAL CO)
CO
10/03/1997 - 02/11/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
03/13/1995 - 10/08/1997
KESSLER & COMPANY INVESTMENTS, INC. (DENVER CO)
NY
02/07/1990 - 04/07/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/26/1990 - 02/20/1990
JESUP & LAMONT, INCORPORATED
NA
01/03/1989 - 02/06/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
06/14/1978 - 01/16/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/18/1977 - 02/28/1981
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
08/08/1973 - 08/25/1977
THE VARIABLE ANNUITY MARKETING COMPANY
NA
01/02/1973 - 11/09/1973
AMERICAN GENERAL CAPITAL PLANNING, INC.
IA
Issued 03/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1978
PC - AMEX Put and Call Exam
BC
Issued 06/17/1978
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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