Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Bell is a financial advisor with U.S. Bancorp Investments, Inc. based in West Chester, OH. David has been in the industry since July 31, 2023. He is licensed in Ohio and holds the Series 63, Series 6TO and SIE exams. David's specializations include investments, insurance, retirement planning, financial planning, and estate planning. He is dedicated to providing personalized financial advice and guidance to help clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
08/01/2023 - Present
U.s. Bancorp Investments, Inc. (West Chester OH)
BC
Issued 11/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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