Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inga? Claim Your ProfileInga Bely is a financial advisor with Buckingham Strategic Partners, LLC. Inga has over 15 years of experience in the financial services industry. Inga is licensed to provide financial advice in California. Inga is a Registered Representative with the state of California. She is also a Series 66, Series 7 and Series 24 holder. Inga holds licenses with the state of California. She is a registered representative with Buckingham Strategic Partners, LLC. Inga has a background in financial planning, portfolio management and retirement planning. Prior to joining Buckingham Strategic Partners, LLC, Inga worked at Foreside Financial Services, LLC and Loring Ward Securities Inc. Inga offers financial advice to individuals, families, and businesses. Inga is committed to helping her clients achieve their financial goals.
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.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
04/19/2006 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Inga Bely is the right advisor for you? Invested Better is here to help.
