Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Bell is a financial advisor with over 14 years of experience in the industry. Currently, David Bell is registered with Performance Trust Capital Partners, LLC in Larkspur, California. David Bell previously worked at Robert W. Baird & Co. Incorporated, Morgan Stanley & Co. LLC, and Deutsche Bank Securities Inc. David Bell holds FINRA Series 7, 24, 52, and 63 licenses, as well as the SIE exam. David Bell is registered as a broker-dealer in California and Illinois.
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.
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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2
CA
05/22/2023 - Present
Performance Trust Capital Partners, LLC (Larkspur CA)
CA
04/02/2018 - 05/31/2023
ROBERT W. BAIRD & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/15/2016 - 04/19/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/04/2013 - 07/18/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/03/2006 - 02/17/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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