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.