Kristen BellamyCRD Number: 2999572
Current Firm: Ubs Financial Services Inc.
Kristen Bellamy (CRD# 2999572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 17 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Ubs Financial Services Inc.||Winter Park, FL||Nov 2013 - Current||3|
|Ubs Financial Services Inc.||Orlando, FL||Jul 2012 - Nov 2013||1|
|Morgan Stanley Smith Barney||Winter Park, FL||Jun 2009 - Jul 2012||3|
|Citigroup Global Markets Inc.||Winter Park, FL||May 2000 - Jun 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV