David Belisle (CRD# 7021553) is an Investment Advisor Representative working at Paramount Financial in Danvers, MA and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 | 2 |
| Dwb Tax And Insurance Services LLC | Danvers, MA | Jan 2022 - Current | 2 |
| Paramount Planning Llc Dba Paramount Financial | Danvers, MA | Aug 2021 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2019 - Current | 4 |
| Paramount Financial | Danvers, MA | Aug 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- MA
- NH
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$114,625
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA, NH
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