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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Bell is a financial advisor at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA. Kevin has been in the financial services industry since 2017 and holds the Series 7, Series 66, and SIE licenses. Kevin is registered to offer investment advice in 53 states and the District of Columbia. Prior to joining Fidelity Personal And Workplace Advisors, Kevin worked at various financial institutions, including Edward Jones, NYLIFE Securities LLC, WELLS FARGO CLEARING SERVICES, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/26/2024 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
GA
10/15/2020 - 06/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/04/2019 - 08/24/2020
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL GA)
GA
05/23/2019 - 08/27/2019
NYLIFE SECURITIES LLC (ATLANTA GA)
GA
06/20/2017 - 02/26/2019
EDWARD JONES (Marietta GA)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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