Invested Better
Unclaimed

Unclaimed

Unclaimed

Mary ima concepcion Belina Vite

Alliance-ONE Investments, LLC

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

About Mary ima concepcion Belina Vite

Mary ima concepcion Belina Vite is a financial professional with over 7 years of experience in the industry. Mary ima concepcion Belina Vite is currently registered with Alliance-ONE Investments, LLC. Previously, Mary ima concepcion Belina Vite was employed with WELLS FARGO CLEARING SERVICES, LLC, E*TRADE SECURITIES LLC, and WELLS FARGO ADVISORS, LLC. Mary ima concepcion Belina Vite holds FINRA Series 63, 26, SIE, and 7 licenses and has passed the Uniform Securities Agent State Law Examination.

Firm Information

Mary ima concepcion Vite is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

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.

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.

Find Your Ideal Financial Advisor

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.

Mary ima concepcion Vite’s Registration & Firm History

OK

05/09/2023 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

NA

11/08/2021 - 01/20/2023

WELLS FARGO CLEARING SERVICES, LLC (TAGUIG CITY )

NA

01/20/2017 - 10/08/2021

E*TRADE SECURITIES LLC (Makati City )

NA

04/01/2015 - 04/08/2016

WELLS FARGO ADVISORS, LLC (MANDALUYONG CITY )

Not sure if Mary ima concepcion Belina Vite is right for you?

Licenses & Designations

BC

Issued 04/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary ima concepcion Belina Vite.
Not sure if Mary ima concepcion Belina Vite is right for you?