Unclaimed
John Elijah Bell is a financial advisor with LPL Financial LLC. John has been in the industry since 2009 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. John has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized financial advice and services to meet the unique needs of each client. John holds a Series 6, Series 63, and Series 65 license. He is also a registered representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
08/20/2024 - Present
LPL Financial LLC (MAITLAND FL)
FL
06/14/2024 - 08/22/2024
OSAIC WEALTH, INC. (MAITLAND FL)
FL
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MAITLAND FL)
FL
10/27/2009 - 08/30/2017
PARK AVENUE SECURITIES LLC (MAITLAND FL)
BC
Issued 06/24/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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