Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans
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
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)
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
Active
Inactive
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