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William Daniel Belhumeur

Yosemite Execution Partners Inc.

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About William Daniel Belhumeur

William Daniel Belhumeur is a registered representative of Yosemite Execution Partners Inc. and has been in the financial industry for over 20 years. William holds the Series 7, 24, 31, 63, 79TO, 99TO, and SIE licenses. William has been registered with Yosemite Execution Partners Inc. since January 26, 2015. Prior to that, William was registered with INTER SECURITIES LTD.

Firm Information

William Belhumeur is currently registered with Yosemite Execution Partners Inc.. Yosemite Execution Partners Inc. is a Corporation formed on May 8, 2012 and approved in California, Colorado, Connecticut, Illinois, New Jersey, and New York. The firm has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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William Belhumeur’s Registration & Firm History

CA

01/26/2015 - Present

Yosemite Execution Partners Inc. (LAFAYETTE CA)

CA

07/10/2002 - 01/02/2015

INTER SECURITIES LTD. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 07/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for William Daniel Belhumeur. Review regulatory record here.
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