AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
FS

Felicia L. Slaton-young

Some features on this profile are disabled
CRD#: 5134798
FS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Felicia Lavette Slaton-young, who also goes by Felicia Lavette Slaton, Felicia Slaton-young, Felica L Slaton-young, Felicia Lavette Young, was a registered financial professional .

Felicia is a previously registered financial professional and started their career in finance in 2006. Felicia had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Felicia Lavette Slaton | Felicia Slaton-Young | Felica L Slaton-Young | Felicia Lavette Young

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 10, 2020 - November 30, 2022

BELLE LUCRE

RIA
CRD#: 306248
CHICAGO, IL
Past

December 18, 2017 - June 11, 2019

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

December 15, 2017 - June 11, 2019

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

October 22, 2013 - December 6, 2017

EDWARD JONES

RIA
CRD#: 250
CHICAGO, IL
Past

August 28, 2013 - December 6, 2017

EDWARD JONES

BD
CRD#: 250
CHICAGO, IL
Past

June 15, 2006 - October 12, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GLENVIEW, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BL
BELLE LUCRE
BELLE LUCRE | BELLE LUCRE, LLC

CRD#: 306248 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
815 W 63rd St. 4th Floor, Chicago, IL, 60621
Mailing Address
Po Box 16872, Chicago, IL 60616
Phone number
(312) 661-5435
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BELLE LUCRE

CRD#: 306248

TRUST BUT VERIFY

Monitor Felicia Slaton-young

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.