Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Bell is a financial advisor who has been in the industry for over 7 years. Evan is currently registered with Northwestern Mutual Investment Services, LLC, and has previously been registered with CHARLES SCHWAB & CO., INC. and ARVEST WEALTH MANAGEMENT. Evan holds Series 7, 9, 10, and 66 licenses and offers a variety of services, including investment research, referrals to other advisors, and portfolio management. Evan is based in Rogers, Arkansas and is available to meet with clients in the local area.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
AR
03/11/2024 - Present
Northwestern Mutual Investment Services, LLC (Rogers AR)
TX
06/29/2018 - 01/18/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
AR
09/21/2016 - 05/30/2018
ARVEST WEALTH MANAGEMENT (LOWELL AR)
BOTH
Issued 10/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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