Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Arnold Bell is a financial advisor with Credit Union Investment Services in Troy, North Carolina. Keith has been a financial advisor for over 11 years and holds Series 6, 7, 63, 65, and SIE licenses. Keith is a licensed agent for SECU Life Insurance Company and has been with Credit Union Investment Services since July of 2023. Keith provides financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
07/19/2023 - Present
Credit Union Investment Services (Troy NC)
NC
04/12/2018 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (SOUTHERN PINES NC)
NC
06/25/2012 - 12/07/2015
FIFTH THIRD SECURITIES, INC. (RALEIGH NC)
IA
Issued 06/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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