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SB

Shary B. Bello Amesty

ALTERNA SECURITIES
Houston, TX 77056
Some features on this profile are disabled
CRD#: 6912952
SB

Professional summary


Shary Beatriz Bello Amesty, who also goes by Shary Beatriz Bello, Shary Bello, is a registered financial professional currently at ALTERNA SECURITIES, INC. located in Houston, Texas.

Shary is registered as a RR (Registered Representative) and started their career in finance in 2023. Shary has worked at 1 firm and has passed the Series 99TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shary Beatriz Bello | Shary Bello

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) - BD


Click below to view Shary Beatriz Bello Amesty's CRS (Customer Relationship Summary).
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

July 13, 2023 - Present

ALTERNA SECURITIES, INC.

Office #1: 2800 Post Oak Blvd Suite 6300, Houston, TX 77056
BD
CRD#: 41139
Houston, TX

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


General Industry/Product Exam
RR
Series 99TO
Date: 3/14/2023
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


AS
ALTERNA SECURITIES, INC.
ACTINVER SECURITIES, INC. | ALTERNA SECURITIES, INC.

CRD#: 41139 / SEC#: , 8-49311

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
2800 Post Oak Blvd Suite 6300, Houston, TX 77056
Mailing Address
2800 Post Oak Blvd Suite 6300, Houston, TX 77056
Phone number
(713) 885-9843
Established
Delaware since 11/10/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALTERNA HOLDINGS, INC.SHAREHOLDER
DE LEON, PATRICIACOMPLIANCE OFFICER5316157
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
MAZA, FRANCISCO XAVIERPRESIDENT/CEO/CROP/SROP2786574
NUNN, RICHARD ANDREWFINOP1016528

Disclosures


Regulatory Event3
Arbitration1

Red Flags


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Company Information


ALTERNA SECURITIES, INC.

CRD#: 41139Houston, TX 77056

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