Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donnie? Claim Your ProfileDonnie Bell is a financial advisor with Fidelity Personal And Workplace Advisors, based in Covington, Kentucky. Donnie has been working in the financial services industry since February 2016. Donnie has a Series 63 and Series 65 license and has passed the SIE, Series 7, Series 9 and Series 10 exams. Donnie specializes in providing financial planning, portfolio management, and educational seminars. Previous employers include J.P. Morgan Securities LLC, W&S Brokerage Services, Inc. and Voya Financial Advisors, Inc. Donnie's current registrations are in Kentucky and Ohio.
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.
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.
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.
1
2
KY
03/01/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
02/14/2020 - 11/24/2020
J.P. MORGAN SECURITIES LLC (DAYTON OH)
OH
07/26/2018 - 01/14/2020
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
10/29/2015 - 07/06/2018
VOYA FINANCIAL ADVISORS, INC. (MIAMISBURG OH)
IA
Issued 01/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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