Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Thomas Bell is a financial advisor with Lion Street Advisors, LLC. Jack Bell has been in the financial industry since January 2019 and holds the Series 63, 65, 7TO and SIE licenses. Jack Bell has experience working in financial services. Jack Bell has been registered as an investment advisor in Washington since January 2023.
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.
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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WA
01/26/2023 - Present
Lion Street Advisors, LLC (Bellevue WA)
BC
Issued 01/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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