Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bell Danvers is a financial advisor currently registered with Charles Schwab & CO., Inc. in Fairfield, Connecticut. David has been in the financial services industry since 1997 and has a wide range of experience in providing investment advice and financial planning services. David has held previous positions with SMBC Nikko Securities America, Inc., Morgan Stanley Smith Barney, Mitsubishi UFJ Securities (USA), Inc., Citigroup Global Markets Inc., Salomon Brothers Inc., and Hibbard Brown & Co., Inc. David is also a Certified Financial Planner (CFP®) and has passed several securities industry examinations including the Series 7, Series 24, and Series 66 exams. David is registered to offer investment advice in multiple states and has a robust track record of assisting clients with 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CT
05/27/2016 - Present
Charles Schwab & CO., Inc. (Fairfield CT)
NY
12/23/2010 - 12/11/2014
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
CT
08/17/2010 - 12/08/2010
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
NY
02/03/2005 - 03/27/2009
MITSUBISHI UFJ SECURITIES (USA), INC. (NEW YORK NY)
NY
11/28/1997 - 07/30/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/30/1992 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
09/24/1990 - 11/29/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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