Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Belden is a financial advisor with Stifel, Nicolaus & Company, Inc. James is a registered representative in 36 states. James has been a registered financial professional since 2004 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. James also offers financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/16/2024 - Present
Stifel, Nicolaus & Company, Inc. (MURRIETA CA)
CA
01/04/2023 - 08/19/2024
FINANCE 500, INC. (IRVINE CA)
CA
10/22/2012 - 01/09/2023
JANNEY MONTGOMERY SCOTT LLC (Murrieta CA)
NY
03/04/2010 - 09/28/2012
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
CA
07/21/2009 - 02/12/2010
PALI CAPITAL, INC. (NEWPORT BEACH CA)
CA
10/20/2004 - 07/20/2009
FINANCE 500, INC. (IRVINE CA)
BC
Issued 06/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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