Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Frances Prentice Bell is an investment advisor representative with Creative Planning, LLC. Carly has been in the industry since March 2010. Carly has a Series 6, 63 and 65 license and holds the SIE and Series 99TO designations. Carly holds a current registration in the state of Illinois. Carly's previous employer was Lockton Investment Securities, 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.
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.
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2
IL
12/19/2021 - Present
Creative Planning (Chicago IL)
IL
03/29/2010 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHICAGO IL)
BC
Issued 07/09/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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