Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Murray Bell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 25 years of experience in the industry. Brian has held various roles in the financial industry and has been with Merrill Lynch since 2009. Brian is registered in several states including Michigan, Texas, and others, offering a range of services such as investment management, financial planning, and pension consulting. Brian is dedicated to providing clients with personalized financial advice that helps them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
07/20/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (TROY MI)
MI
09/07/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Bell is the right advisor for you? Invested Better is here to help.
