Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Arthur Bell is a financial advisor registered with Janney Montgomery Scott LLC. Joseph Bell is a financial advisor with over 29 years of experience in the financial services industry. Prior to joining Janney Montgomery Scott, Joseph Bell was with WELLS FARGO ADVISORS, LLC. Joseph Bell's office is located in Marietta, Ohio and Joseph Bell is licensed to provide financial advice in Florida, Georgia, Kentucky, Michigan, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Joseph Bell holds the following licenses and certifications: Series 7, Series 63, Series 65, and SIE, and is also a Chartered Financial Consultant.
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.
Fee plus commission
1
2
OH
10/30/2014 - Present
Janney Montgomery Scott LLC (MARIETTA OH)
GA
07/01/2003 - 10/24/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NY
11/08/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
02/26/2001 - 11/01/2002
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
OH
09/01/2000 - 03/15/2001
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
07/30/1999 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
06/20/1994 - 07/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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