David BelisleCRD Number: 7021553
Current Firm: Paramount Financial
David Belisle (CRD# 7021553) is an Investment Advisor Representative working at Paramount Financial in Danvers, MA and has over 4 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Artemis Financial Advisors
|Dwb Tax And Insurance Services Llc Dba Tradewinds Tax Planning||Danvers, MA||Sep 2022 - Current||< 1|
|Paramount Planning Llc Dba Paramount Financial||Danvers, MA||Jan 2022 - Current||< 1|
|Dwb Tax And Insurance Services LLC||Danvers, MA||Jan 2022 - Current||< 1|
|Paramount Planning Llc Dba Paramount Financial||Danvers, MA||Aug 2021 - Current||1|
|Ae Wealth Management, LLC||Topeka, KS||Dec 2019 - Current||2|
|Paramount Financial||Danvers, MA||Aug 2019 - Current||3|
|David Belisle, Sole Proprietor||Danvers, MA||Jun 2013 - Jun 2022||9|
|Changepath, LLC||Leawood, KS||Jun 2019 - Nov 2019||< 1|
|Paramount Wealth Strategies||Beverly, MA||Jan 2013 - Aug 2019||6|
|Brookstone Capital Management||Wheaton, IL||Jan 2019 - Jun 2019||< 1|
|Djc Construction Services LLC||Beverly, MA||Jan 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management8MILLIONS
Total Number of Accounts64ACCOUNTS
Average Account Value$119,747
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