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Aracelis S Bell

Alaska Wealth Advisors

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About Aracelis S Bell

Aracelis Bell is an investment advisor representative at Alaska Wealth Advisors, a firm based in Anchorage, AK. Aracelis has been working in the financial services industry since 1997. Aracelis holds Series 7 and 63 licenses and is registered with the state of Alaska as an investment advisor representative. Alaska Wealth Advisors provides advisory services to individuals, businesses, trusts, and estates, as well as profit sharing plans and charitable organizations. Aracelis specializes in retirement planning and has experience in managing a variety of investment portfolios.

Firm Information

Aracelis Bell is currently registered with Alaska Wealth Advisors. Alaska Wealth Advisors is an investment advisor based in Anchorage, AK. The firm manages approximately $874.94 million in regulatory assets under management. Their services include financial planning, portfolio management for individuals, selection of other advisers, and portfolio management for profit sharing plans. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
Alaska Wealth Advisors

3800 CENTERPOINT DRIVE

ANCHORAGE, AK 99503

$874.94M

Assets Under Management

25

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for profit sharing plans

Portfolio management for profit sharing plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aracelis Bell’s Registration & Firm History

AK

08/19/2024 - Present

Alaska Wealth Advisors (ANCHORAGE AK)

MO

09/10/2001 - 04/03/2003

EDWARD JONES (ST. LOUIS MO)

NY

11/24/2000 - 08/07/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

OH

02/29/2000 - 08/14/2000

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OR

11/28/1997 - 11/01/1999

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 07/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aracelis S Bell.
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