Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Belter is a financial advisor with Wells Fargo Clearing Services, LLC. Kenneth Belter has been in the financial services industry since 1999. Kenneth Belter is registered with the state of Texas and holds the Series 7, Series 31, Series 55, Series 63, and Series 65 licenses. Kenneth Belter's previous employers include ROBERT W. BAIRD & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and MORGAN STANLEY DW INC..
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
01/03/2018 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
10/11/2012 - 01/23/2018
ROBERT W. BAIRD & CO. INCORPORATED (DALLAS TX)
TX
05/29/2007 - 10/23/2012
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
03/02/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FRISCO TX)
IL
02/23/2005 - 03/02/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
09/18/2003 - 10/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
08/20/2001 - 11/13/2002
SWS SECURITIES INC. (DALLAS TX)
TX
12/01/1997 - 08/13/2001
HUBERMAN FINANCIAL INC. (DALLAS TX)
MN
07/18/1995 - 08/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/1995 - 08/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/10/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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