Unclaimed
John Belle is an active Broker-Dealer with BMO Capital Markets Corp. John has been in the industry since August 16, 2014 and has a strong track record of success. John holds a Series 63, Series 24, Series 99TO, SIE, and Series 79 licenses. John is registered to offer Broker-Dealer services in 50 states. John is also active in the investment advisory space having been previously registered with Macquarie Capital (USA) Inc. and Cantor Fitzgerald & Co. John's expertise and experience make him a valuable asset to BMO Capital Markets Corp. and its clients.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
NY
09/22/2021 - Present
BMO Capital Markets Corp. (New York NY)
NY
12/18/2018 - 06/14/2021
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
09/18/2017 - 11/12/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
09/04/2013 - 02/16/2017
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 09/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Belle is the right advisor for you? Invested Better is here to help.