Belinda Lewis Batiste

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 03/2022
  Ameriprise Financial Services, Inc.
  New Orleans, LA
• 03/2022 → Present
  Wells Fargo Clearing Services, Llc
  New Orleans, LA

Previous Registrations

• 2011-04-29 → 2022-03-31
  Ameriprise Financial Services, Llc
  New Orleans, LA
• 2006-08-15 → 2011-04-29
  Chase Investment Services Corp.
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-14
• S63 Uniform Securities Agent State Law Examination
  1994-07-01

Other Names

• Belinda Maria Batiste
• Belinda M Lewis
• Belinda Lewis Batiste