Unclaimed
Keegan Bell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fairbanks, Alaska. Keegan has been in the financial services industry since 2017 and holds Series 7, 63, 66, 9 and 10 licenses. Keegan has previously worked with Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AK
09/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (Fairbanks AK)
AK
11/30/2017 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (FAIRBANKS AK)
UT
07/22/2017 - 10/17/2017
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 01/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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