Unclaimed
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.
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.
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.
1
2
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 )
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
Active
Inactive
F
FINRA
Not sure Mary ima concepcion Vite is the right advisor for you? Invested Better is here to help.