Unclaimed
Michael Bellush is a financial advisor who has been active in the industry since 2004. Michael is currently registered with Cetera Investment Advisers LLC and has previously been registered with LPL Financial LLC and Uvest Financial Services Group, Inc. Michael has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Michael is also a licensed insurance agent. Michael has obtained the Series 7, Series 63, and Series 66 licenses, as well as the SIE.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
11/20/2017 - Present
Cetera Investment Advisers LLC (BEDFORD IN)
IN
09/22/2017 - 11/27/2017
LPL FINANCIAL LLC (BEDFORD IN)
IN
06/21/2011 - 09/21/2017
LPL FINANCIAL LLC (BEDFORD IN)
IN
10/30/2006 - 06/21/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BEDFORD IN)
IN
09/21/2004 - 10/24/2006
EDWARD JONES (NEW ALBANY IN)
BOTH
Issued 2/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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