Stephen Belasco, financial advisor Roseville CA

Stephen Belasco

CRD Number: 5843249
Current Firm: Staines Financial, LLC

Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Staines Financial, LLC Roseville, CA Jan 2020 - Current 3
Staines Financial, LLC Sacramento, CA Jan 2020 - Current 3
Jacob Lafond Sacramento, CA May 2019 - Current 4
Unemployed Fair Oaks, CA Oct 2019 - Jan 2020 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2019 - Oct 2019 < 1
Northwestern Mutual Sacramento, CA Apr 2019 - Oct 2019 < 1
Unemployed Fair Oaks, CA Oct 2018 - Apr 2019 < 1
Springer Financial Advisors Sacramento, CA Aug 2018 - Oct 2018 < 1
Banwest Investment Services Sacramento, CA Oct 2017 - Jul 2018 < 1
Hanna Insurance + Financial Solutions Concord, CA Jul 2010 - Sep 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Stephen A. Belasco
Phone Number: 916-663-6723
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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