Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Bell is a financial advisor with over 28 years of experience in the industry. James currently works as a Registered Representative at Osaic Advisory Services, LLC. James has also held previous positions at Securities America, Inc., KMS Financial Services, Inc., Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Pacific West Securities, Inc., Kovack Securities Inc., Metropolitan Investment Securities, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., U.S. Bancorp Piper Jaffray Inc., U.S. Bancorp Investments, Inc., U.S. Bancorp Securities, American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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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GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Spokane WA)
WA
08/05/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Spokane WA)
WA
04/20/2012 - 08/07/2019
CETERA ADVISORS LLC (SPOKANE WA)
CA
02/01/2013 - 12/31/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
IL
02/01/2013 - 12/31/2014
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
02/01/2013 - 12/31/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
WA
07/20/2006 - 03/16/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
FL
01/18/2005 - 06/01/2005
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
WA
04/24/2002 - 12/15/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
CA
05/02/2001 - 11/30/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/08/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
11/16/1998 - 10/02/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
02/24/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
MN
04/24/1992 - 01/21/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1992 - 01/21/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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