Daniel C. Belden

BELDEN FINANCIAL

CANTON, OH 44702

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CRD#: 5244469

Professional summary

Daniel Christopher Belden is a registered financial advisor currently at BELDEN FINANCIAL, LLC located in Canton, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Daniel Christopher Belden's CRS (Customer Relationship Summary).

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

Current

April 11, 2017 - Present

BELDEN FINANCIAL, LLC

Office #1: 400 Market Ave North Suite # 402, Canton, OH 44702

RIA

CRD#: 287562

CANTON, OH

Past

July 11, 2008 - April 11, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CLEVELAND, OH

Past

July 10, 2008 - April 11, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CLEVELAND, OH

Past

February 23, 2007 - July 24, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CLEVELAND, OH

Past

January 1, 2007 - July 24, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CLEVELAND, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/10/2018)

IAR

Ohio
(4/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/22/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2006

General Securities Representative Examination

Current Firm

BELDEN FINANCIAL, LLC

BELDEN FINANCIAL | BELDEN FINANCIAL, LLC

CRD#: 287562 / SEC#:

Arizona

Registered Investment Advisory firm - (4/10/2018 Approved)

Ohio

Registered Investment Advisory firm - (4/10/2017 Approved)

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Contact information

Main Address

400 Market Ave North Suite # 402, Canton, OH 44702

Mailing Address

Phone number

(330) 915-4005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 21,000,000

Red Flags

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

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Daniel C. Belden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Christopher Belden's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELDEN FINANCIAL, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2007

SIE

Date: 4/11/2017

Series 7

Date: 12/27/2006

Current Firm

BELDEN FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BELDEN FINANCIAL, LLC

TRUST BUT VERIFY

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