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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Jay Bell is a registered representative with Morgan Stanley, specializing in providing financial and investment advice to a diverse range of clients, including individuals, corporations, and charitable organizations. Harvey Jay Bell has over 40 years of experience in the financial industry, holding both broker-dealer and investment adviser licenses. Harvey Jay Bell began his career with Merrill Lynch, Pierce, Fenner & Smith Incorporated in 1982. Harvey Jay Bell joined Morgan Stanley in 2015 and currently serves as a registered representative at the Short Hills, NJ branch office. Harvey Jay Bell is a member of FINRA and holds the Series 7, 8, 63, and 65 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/25/2015 - Present
Morgan Stanley (Short Hills NJ)
NJ
08/25/1982 - 06/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NA
04/27/1982 - 09/07/1982
EVANS & CO., INC.
IA
Issued 08/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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