Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bella? Claim Your ProfileBella Isabel Osejo-solis is a financial professional with over 9 years of experience in the industry. Bella is currently registered with Vanguard Marketing Corp. and holds a Series 63 license, as well as Series 7TO, Series 6, and Series 24 and 26 licenses. Previously, Bella was employed by EQUITABLE ADVISORS, LLC.
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.
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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2
NC
08/26/2023 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
NC
07/21/2014 - 01/28/2022
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 09/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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