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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Belford is a financial advisor with over 35 years of experience in the financial services industry. John is currently registered with Morgan Stanley, and holds a variety of licenses and certifications, including Series 3, 7, 63, and SIE. John has been a registered representative in Nebraska since 2010. Prior to joining Morgan Stanley, John worked at UBS Financial Services Inc. and Mitchell Hutchins Asset Management Inc. John provides a range of financial services to individuals, families, and businesses, including asset allocation advice, financial planning, pension consulting, and portfolio management. John's commitment to providing personalized service and tailored solutions has earned the trust of clients across the country.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NE
05/17/2010 - Present
Morgan Stanley (Omaha NE)
NE
12/04/1986 - 04/21/2010
UBS FINANCIAL SERVICES INC. (OMAHA NE)
NA
10/29/1986 - 11/03/1986
MITCHELL HUTCHINS ASSET MANAGEMENT INC.
BC
Issued 10/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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