Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bell is a financial advisor registered with International Assets Investment Management, LLC. Adam has been in the financial services industry since 2008. Adam holds the Series 63, 66, and 7 licenses as well as the SIE. Adam is a Certified Financial Planner™ and offers a wide range of services, including financial planning, pension consulting, and portfolio management. Adam is registered to offer investment advisory services in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Nevada, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
06/12/2017 - Present
International Assets Investment Management, LLC (SPANISH FORT AL)
AL
04/05/2010 - 05/26/2017
WFG INVESTMENTS, INC. (DAPHNE AL)
AL
09/10/2008 - 03/29/2010
GUNNALLEN FINANCIAL, INC (DAPHNE AL)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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