Judith E. Belshe
Professional summary
Judith Elaine Belshe is a registered financial professional currently at INVESTMENT PLANNERS, INC. located in Granite City, Illinois.
Judith is registered as a RR (Registered Representative) and started their career in finance in 1985. Judith has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Judith Elaine Belshe's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2003 - Present
INVESTMENT PLANNERS, INC.
September 29, 2003 - July 17, 2025
IPI WEALTH MANAGEMENT, INC.
January 7, 1999 - December 31, 2003
WILLIAM J. CONWAY & CO., INC.
September 25, 1985 - December 31, 2003
WILLIAM J. CONWAY & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/30/2023)
(9/5/2003)
(10/10/2024)
(9/16/2003)
(8/3/2010)
(4/14/2025)
(8/12/2014)
(6/17/2021)
Exams
FINRA
Current Firm
INVESTMENT PLANNERS, INC.
CRD#: 18557 / SEC#: , 8-35642
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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