Unclaimed
Kevin Bell is a financial professional with over 40 years of experience in the industry. Kevin is currently registered with Park Avenue Securities LLC and has previously been registered with Guardian Investor Services Corporation and Century Investors of America, Inc. Kevin is a Series 6, 7, 24, and 63 licensed representative and a Chartered Financial Consultant. Kevin's experience and qualifications make him a valuable asset to any investor. He provides financial planning, portfolio management, and educational seminars for both individuals and businesses. Kevin is licensed to provide financial services in 24 states and his expertise includes helping high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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
IN
05/01/2002 - Present
Park Avenue Securities LLC (INDIANAPOLIS IN)
NY
03/25/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/25/1986 - 02/27/1992
CENTURY INVESTORS OF AMERICA, INC.
NA
08/31/1982 - 08/26/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 10/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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