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Lev Beltser

Wells Fargo Clearing Services, LLC

Boca Raton, FL

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-02
FL RA APPROVED 2023-02-28
  • TX RA
    APPROVED
    Since 2023-03-02
  • FL RA
    APPROVED
    Since 2023-02-28

Branch Locations

1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Cedarhurst NY 11/2017 04/2020
Platinum Facility Services Woodland Hills CA 11/2016 11/2017
Unemployed Los Angeles CA 08/2016 11/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2020 05/2021
Northwestern Mutual Investment Services Llc Cedarhurst NY 05/2021 10/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2021 12/2022
Wells Fargo Clearing Services, Llc Boca Raton FL 12/2022 Present
  • 11/2017 → 04/2020
    Self Employed
    Cedarhurst, NY
  • 11/2016 → 11/2017
    Platinum Facility Services
    Woodland Hills, CA
  • 08/2016 → 11/2016
    Unemployed
    Los Angeles, CA
  • 05/2020 → 05/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2021 → 10/2021
    Northwestern Mutual Investment Services Llc
    Cedarhurst, NY
  • 10/2021 → 12/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2022 → Present
    Wells Fargo Clearing Services, Llc
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-18
S63 Uniform Securities Agent State Law Examination 2021-08-19
  • S66 Uniform Combined State Law Examination
    2023-01-18
  • S63 Uniform Securities Agent State Law Examination
    2021-08-19
Other Names
  • Lev Beltser

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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