Unclaimed
Justin Max Bell is a financial advisor with Stifel, Nicolaus & Company, Inc., where he is a registered representative. Justin Max Bell has been in the industry since 2013. Justin Max Bell specializes in portfolio management for individuals and businesses, pension consulting, financial planning, and selection of other advisors. Justin Max Bell also offers educational seminars. Justin Max Bell is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Justin Max Bell is also registered with the states of New York, Pennsylvania, and Texas. Justin Max Bell has previously worked at Barclays Capital Inc. and J.P. Morgan Securities 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.
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
NY
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/18/2015 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/14/2013 - 11/19/2015
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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