Unclaimed
Isaiah Bellamy is a financial professional with experience in the securities industry. Isaiah has held positions at Citizens Capital Markets, BOFA Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isaiah is currently registered with Wells Fargo Securities, LLC. Isaiah holds Series 63, SIE and Series 79 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.
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.
1
2
NY
11/27/2023 - Present
Wells Fargo Securities, LLC (New York NY)
NC
05/26/2021 - 04/01/2022
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
05/10/2019 - 02/17/2021
BOFA SECURITIES, INC. (CHARLOTTE NC)
NC
09/18/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 08/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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