Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn S Bell is a financial advisor who has been in the industry since 2000. Currently, John is registered with Wells Fargo Clearing Services, LLC. Previously, John was employed by Truist Investment Services, Inc. and PNC Investments. John holds various licenses including Series 7, 9, 10, 26, 63, and 66. John specializes in offering financial planning and investment advice to individuals, businesses, and institutional clients.
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.
Investment consulting services to institutional clients
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
VA
03/14/2022 - Present
Wells Fargo Clearing Services, LLC (HARRISONBURG VA)
VA
03/02/2011 - 03/11/2022
TRUIST INVESTMENT SERVICES, INC. (WARRENTON VA)
MD
12/12/2008 - 03/01/2011
PNC INVESTMENTS (FREDERICK MD)
VA
04/16/2007 - 12/08/2008
SUNTRUST INVESTMENT SERVICES, INC. (WARRENTON VA)
VA
12/10/2003 - 04/02/2007
BB&T INVESTMENT SERVICES, INC. (WARRENTON VA)
CA
05/13/2003 - 11/11/2003
FIRST WALL STREET CORP. (LA JOLLA CA)
MO
02/02/2000 - 11/06/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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