Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Bellak is a financial advisor in Palm Beach Gardens, Florida. Mitchell has been in the financial industry since 1985 and is registered with UBS Financial Services Inc. Mitchell is also registered as an investment advisor in Florida and Texas. Previously, Mitchell worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Barnett Investments, Inc., and J. B. Hanauer & Co. Mitchell's experience includes a wide range of financial services, including financial planning, portfolio management, pension consulting, and publication of periodicals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
04/03/2012 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
10/23/2009 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JUPITER FL)
FL
03/13/1990 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
10/18/1989 - 12/14/1989
J. B. HANAUER & CO.
NJ
03/19/1985 - 12/14/1989
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 01/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mitchell Bellak is the right advisor for you? Invested Better is here to help.
