Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bell is a financial advisor with over 15 years of experience in the financial services industry. Joseph has been with LPL Financial LLC since December 2021, but his career has also included time at Avantax Investment Services, Inc., 1ST GLOBAL CAPITAL CORP., and Ameriprise Financial Services, Inc. Joseph is registered as an investment advisor representative in Maryland and Texas. Joseph holds Series 66 and Series 7 licenses, and has earned the Certified Financial Planner designation. Joseph works with a range of clients including individuals, corporations, and charitable organizations. He provides financial planning, portfolio management, and consulting services. Joseph has earned the trust of his clients over his years of experience.
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
MD
05/25/2023 - Present
LPL Financial LLC (COLUMBIA MD)
MD
10/25/2019 - 12/06/2021
AVANTAX INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
03/01/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (COLUMBIA MD)
MD
04/01/2009 - 03/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (NORTH BETHESDA MD)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Bell is the right advisor for you? Invested Better is here to help.
