Stephen BelascoCRD 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|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|
Total Assets Under Management182MILLIONS
Total Number of Accounts340ACCOUNTS
Average Account Value$534,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, NH, NJ, NV, OR, PA, TX
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