linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Belot

Innovation Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Belot

Jeffrey Belot is a registered representative with Innovation Partners LLC. Jeffrey has been in the financial services industry since 1993. Jeffrey has a Series 6 and SIE license. Jeffrey is also licensed in Michigan.

Firm Information

Jeffrey Belot is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services to qualified retirement plans

Consulting services to qualified retirement plans

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Recurring fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Belot’s Registration & Firm History

NC

09/30/2022 - Present

Innovation Partners LLC (CHARLOTTE NC)

MI

08/12/2019 - 10/21/2022

PRUCO SECURITIES, LLC. (TROY MI)

MI

07/30/2010 - 08/23/2019

ALLSTATE FINANCIAL SERVICES, LLC (Clinton Twp MI)

MI

03/17/2004 - 07/22/2010

MICHIGAN SECURITIES, INC. (CLINTON TWP. MI)

IA

01/31/2003 - 03/09/2004

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

NJ

12/23/1992 - 02/10/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Jeffrey Belot is right for you?

Licenses & Designations

BC

Issued 05/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Belot. Review regulatory record here.
Not sure if Jeffrey Belot is right for you?