Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bell is a financial advisor with LPL Financial LLC, located in Fort Myers, Florida. Edward has been in the financial services industry since 2001 and has a wealth of experience in providing financial advice to individuals and businesses. Edward is a Certified Financial Planner and holds a Series 7, Series 24 and Series 63 license. In addition to his work with LPL Financial LLC, Edward also operates his own tax preparation and accounting firm, Edward Bell Tax Services, in Fort Myers, Florida.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/20/2020 - Present
LPL Financial LLC (FORT MYERS FL)
FL
11/14/2001 - 07/21/2020
SECURITIES SERVICE NETWORK, LLC (FT. MYERS FL)
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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