Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homer? Claim Your ProfileHomer Phillips Parsegian is an investment advisor representative at Greenbelt Investment Advisors, LLC. Homer has been in the industry since 1998 and has worked for a number of firms, including Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc., and Riverstone Wealth Management, Inc. Homer holds Series 7, 63, and 65 licenses. Homer specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Greenbelt Investment Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of investment advisory services, including financial planning, portfolio management, and investment research. Greenbelt Investment Advisors, LLC has offices in Round Rock, Texas.
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.
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
TX
12/09/2010 - Present
Greenbelt Investment Advisors, LLC (ROUND ROCK TX)
TX
01/12/2011 - 06/10/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
TX
04/30/2008 - 12/31/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
04/03/2007 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
12/18/2000 - 04/04/2007
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
TX
12/08/1998 - 12/18/2000
THE AVANTUS GROUP, INC. (AUSTIN TX)
IA
Issued 02/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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