Steven Bellina (CRD# 3051334) is an Investment Advisor Representative working at Principal Advised Services in Murrells Inlet, SC and has over 5 years of experience in the finance industry.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Murrells Inlet, SC | Apr 2024 - Current | < 1 |
| Principal Life Insurance Co | Murrells Inlet, SC | Apr 2021 - Current | 3 |
| Principal Securities Inc. | Murrells Inlet, SC | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services | Charlotte, NC | Jun 2018 - Apr 2021 | 2 |
| Wells Fargo Clearing Services | Charlotte, NC | Nov 2015 - Jun 2018 | 2 |
| Unemployed | Murrells Inlet, SC | Jun 2015 - Nov 2015 | < 1 |
| Intown Granite | Charlotte, NC | Dec 2014 - Jun 2015 | < 1 |
| Fox Tops | Mooresville, NC | Dec 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2024 |
- IA
- SC
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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