Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Bell is an experienced financial professional with over 39 years in the industry. Currently, David is a Registered Representative at RBC Capital Markets, LLC in Phoenix, Arizona. David previously worked at Stifel, Nicolaus & Company, Incorporated, Piper Jaffray & Co. and Coughlin & Company, Inc. David is licensed in Arizona and Colorado. David specializes in providing services to businesses, individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
AZ
05/04/2020 - Present
RBC Capital Markets, LLC (PHOENIX AZ)
CO
03/15/2010 - 05/01/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
CO
07/02/2009 - 03/15/2010
PIPER JAFFRAY & CO. (DENVER CO)
CO
01/12/2000 - 06/30/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
CO
02/23/1998 - 03/28/2000
HANIFEN, IMHOFF INC. (DENVER CO)
CO
12/06/1995 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
CO
03/01/1988 - 12/13/1995
COUGHLIN & COMPANY, INC. (DENVER CO)
NA
06/25/1987 - 02/02/1988
DIONES, BROOM, BATTREALL & BOEDEKER, INC.
NA
10/23/1986 - 06/12/1987
RCM GOVERNMENT SECURITIES, INC.
NA
03/12/1984 - 10/21/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/24/1983 - 01/10/1986
ANDERSON, DEMONBRUN, INC.
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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