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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Belton is a financial professional with over 15 years of experience in the financial services industry. He currently works as an Investment Advisor Representative with Intellicents Investment Solutions Inc. Prior to that, Jeffrey worked for Stancorp Equities, Inc. and ADP Broker-Dealer, Inc. Jeffrey is licensed in several states and holds the Series 6, 63, 65 and SIE licenses. Jeffrey's area of expertise includes financial planning, portfolio management, and investment advisory services. He specializes in working with high-net-worth individuals, corporations, and pension and profit sharing plans.
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.
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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2
MN
02/10/2020 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
TX
04/11/2008 - 03/01/2019
STANCORP EQUITIES, INC. (PLANO TX)
TX
01/09/2006 - 03/13/2008
ADP BROKER-DEALER, INC. (DALLAS TX)
CA
03/07/2005 - 08/26/2005
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IA
Issued 12/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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