Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Keith Bell is a financial advisor with over 40 years of experience in the industry. Gregory Keith Bell is currently registered with Raymond James & Associates, Inc. in Trinity, Florida. Previously, Gregory Keith Bell was associated with Morgan Stanley in Palm Harbor, Florida and Raymond James Financial Services, Inc. in Tampa, Florida. Gregory Keith Bell holds the Series 7, 9, 10, 63 and 65 securities licenses.
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.
Please see note in schedule d - miscellaneous
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
FL
11/01/2021 - Present
Raymond James & Associates, Inc. (Trinity FL)
FL
11/19/2010 - 11/22/2021
MORGAN STANLEY (Palm Harbor FL)
FL
03/02/2001 - 11/22/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/25/1996 - 03/29/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
09/22/1992 - 03/19/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NJ
02/02/1987 - 09/18/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/17/1983 - 02/18/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
09/26/1978 - 11/04/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/03/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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