Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Irwin Belk is a financial professional registered with Southeast Investments, N.c., Inc. William has been in the industry since 2007 and has experience in financial planning, portfolio management, and selection of other advisors. William is a Series 7 and Series 63 licensed representative and holds a 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
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2
NC
01/08/2010 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
NC
12/06/2007 - 01/16/2009
CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)
NC
04/20/2005 - 11/03/2006
CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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