Unclaimed
Gary Bell Jr. is an active registered representative with Fifth Third Securities, Inc. Gary has been in the industry since September 11, 2019. Gary is registered with both FINRA and the state of Florida, and holds the Series 66, Series 7TO and SIE licenses. Gary also holds the registrations in California and Florida. Gary has previously worked with Wells Fargo Clearing Services, LLC. Gary's specializations are: Investment Advisory, Securities, Mutual Funds, and Variable Contracts. Gary has experience with providing investment advice and portfolio management for 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/29/2024 - Present
Fifth Third Securities, Inc. (NAPLES FL)
FL
08/08/2019 - 12/21/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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