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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bari? Claim Your ProfileBari Walter Bell is a financial advisor currently registered with Regal Investment Advisors LLC, based in Kentwood, Michigan. Bari has been working in the financial industry since January 1985, and has held registrations with several firms over the years. Bari offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Bari's previous experience includes roles at American Portfolios Financial Services, Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., Mariner Financial Services, Inc., Franklin Financial Services Corporation, and The Prudential Insurance Company of America.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Third party fees
1
2
MI
06/07/2011 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
01/04/2010 - 09/02/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)
MI
10/31/2005 - 01/06/2010
SAGEPOINT FINANCIAL, INC. (TRAVERSE CITY MI)
AZ
07/24/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
06/06/1996 - 07/24/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
TX
03/30/1993 - 06/12/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
01/08/1985 - 03/11/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/08/1985 - 03/11/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 03/30/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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