Broker Check

Summary of Qualifications Daniel

Summary of Qualifications

1984 – Present Bellina & Associate, Inc. President

  • Full service financial planning firm that does all register investments & insurances. Serving Those Who Serve assisting to achieve financial freedom.

Education

  • 2002            Society of Certified Senior Advisors Denver, CO Certified Senior Advisor (CSA)
  • 1991-1996   Dade County Public Schools Miami, FL Substitute Teacher Certificate: Grades K-12 th , Adult and Vocational
  • 1985             International Association for Financial Planning (RFC)  Atlanta, GA
  • 1986 -1991   University of Miami Miami, FL Computer courses, i.e.,Dbase, Lotus, WordPerfect, etc.
  • 1973 -1984   University of Maryland Frankfurt, Germany  Degree

Professional Memberships

  • Smart Vestor (Dave Ramsey)  2017
  • Endorsed Local Provider (Dave Ramsey) 2014
  • Florida Association of Mortgage Brokers  2003
  • Society of Certified Senior Advisors (CSA) 2002
  • National Health Underwriters President Counsel  1999
  • Registered Financial Consultant (RFC) 1996
  • Oppenheimer Executive Council   1994
  • International Registry of Who’s Who 1994
  • Oppenheimer Presidents Club  1992
  • Oppenheimer Presidents Club   1991
  • State of Tennessee Colonel 1989
  • Commonwealth of Kentucky Colonel 1988
  • International Association for Financial Planners (IAFP) 1984

Licenses

  • FINRA      Series 24 – General Securities Principle 
  • FINRA      Series 7 – General Securities 
  • NASAA    Series 66 –Investment Advisor
  • NASAA    Series 63 – Blue Sky  
  • NMLS      Mortgage Broker
  • FINRA      Series 6 – Mutual Funds and Variable Annuities 
  • FINRA      Series 79TO  Investment Banking Registered Representative 
  • SIE          Securities Industry Essentials 
  • Life, Health, Disability, Medicare Insurances, Annuities, and Legal Expense 

Professional Experience

  • 1985 – Present Bellina & Associates, Inc. Miami, FL Position: Founder/President Financial Planning Firm. Registered Investment Advisor. General Agent for Life, Health Medicare & Disability insurances. 
  • 1989 - 1992  University of Miami Miami, FL Position: Professor / Primary Instructor – Senior ROTC Battalion Sergeant Major.
  • 1986 - 1989  The Air Assault School Ft. Campbell, KY Position: NCOIC / First Sergeant Air Assault & Rappel Master Schools 
  • 1982 – 1985  Financial Planners Equity Corp Stuttgart, Germany Position: Registered Investment Advisor & Representative.
  • 1981 -   1985  VII Corp G-3 Training  Stuttgart, Germany  Position:  NCOIC Ammo
  • 1979 – 1981  Infantry Training Center Ft. Benning, GA Position: Senior Weapons Instructor
  • 1979 - 1981  Infantry Training Center Ft. Benning, GA Position: Airborne Instructor 
  • 1977 – 1979  Armor Training Center Ft. Knox, KY Position: Senior Drill Sergeant 
  • 1971 – 1992  U.S. Army Airborne Pathfinder World-Wide.  Position: Private to Battalion Sergeant Major

Schedule Meeting below