Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Bell is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. George has been in the industry since January 2001. George has a wide range of experience and specializes in various areas, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. George is also a Certified Financial Planner. Prior to joining Fidelity, George worked for The Vanguard Group, Inc. George has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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.
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2
PA
11/20/2019 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
06/19/2002 - 07/25/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
11/29/2001 - 06/20/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
01/10/2001 - 11/29/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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