Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jerome Bell is an investment advisor representative with LPL Financial LLC in Fort Mill, SC. Daniel has been in the industry since 1998 and is registered with the state of North Carolina. Daniel has held previous positions with MetLife Investors Distribution Company, LPL Financial LLC and AXA Advisors, LLC. Daniel's registrations include Series 6, Series 7, and Series 63 licenses.
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.
Consulting and other non-discretionary advisory services
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
SC
04/11/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
05/12/2014 - 03/29/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
09/07/2007 - 04/07/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NY
01/22/2004 - 07/06/2007
AXA ADVISORS, LLC (NEW YORK NY)
NC
03/13/2001 - 01/23/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
06/19/1998 - 03/20/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/19/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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