Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Bell is a financial advisor with over 30 years of experience in the industry. Edward Bell is registered with Wells Fargo Clearing Services, LLC and has been with the firm since April 2010. Prior to that, Edward Bell was registered with UBS Financial Services Inc. and Salomon Smith Barney Inc. Edward Bell has a wide range of experience in providing financial advice to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
04/16/2010 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
03/09/2001 - 04/22/2010
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NY
07/24/1990 - 03/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
06/21/1988 - 07/26/1989
BOYE HOLDINGS INC.
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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