Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Bell is a registered representative with Fidelity Personal AND Workplace Advisors. Jonathan has been in the financial services industry for over 20 years. Jonathan is currently registered with the state of North Carolina and Texas. In addition to being a registered representative, Jonathan is also a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Jonathan is a highly experienced financial advisor who is committed to helping his clients achieve their financial goals.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TN
01/09/2004 - 02/13/2006
STANFORD GROUP COMPANY (MEMPHIS TN)
NJ
03/17/2003 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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