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David Bel

Franklin Distributors, LLC

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About David Bel

David Bel is a securities professional with over 24 years of experience in the financial services industry. David currently works for Franklin Distributors, LLC and holds Series 7, 9, 10, 24, 26, 63, and SIE licenses. David has been registered with FINRA since 1998 and has a strong track record of success in providing clients with personalized financial advice and investment solutions. David has extensive experience in a range of financial markets and product offerings and is committed to providing clients with the highest level of service and expertise.

Firm Information

David Bel is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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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David Bel’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (St. Petersburg FL)

FL

10/07/2004 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

TX

01/02/1998 - 07/16/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 01/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2012

Series 24 - General Securities Principal Examination

BC

Issued 08/07/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/03/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/03/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bel.
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