Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bell is a financial advisor with over 13 years of experience. Christopher currently works at Rockefeller Financial LLC and Rockefeller Capital Management. Christopher has a wide range of experience and specializes in providing financial advice to individuals, families, and businesses. Christopher is dedicated to helping clients reach their financial goals and is committed to providing them with the highest level of service.
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.
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
FL
01/15/2021 - Present
Rockefeller Financial LLC (Boca Raton FL)
FL
08/14/2008 - 01/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
FL
04/28/2008 - 08/20/2008
MORGAN KEEGAN & COMPANY, INC. (FT. LAUDERDALE FL)
FL
12/14/2007 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
IA
Issued 06/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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