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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morris Bell is a financial advisor with Commonwealth Financial Network. James is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1998. James has a wealth of experience in financial planning, portfolio management, and investment advice. James is committed to providing personalized financial guidance to his clients, helping them reach their financial goals. James is registered with the following states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
01/28/2025 - Present
Commonwealth Financial Network (Langhorne PA)
PA
06/06/2000 - 11/03/2023
FSC SECURITIES CORPORATION (LANGHORNE PA)
KS
12/22/1995 - 12/31/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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