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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, CFP® is a financial advisor with over 40 years of experience. Kevin is registered with the state of Maryland as an Investment Advisor Representative and has a strong history of working with high-net-worth individuals, insurance companies, charitable organizations, and corporations. He is also registered with the state of Texas as an Investment Advisor Representative and a Broker. He is currently affiliated with Morgan Stanley. Kevin has a strong background in providing financial planning, portfolio management, and asset allocation advice. Kevin is committed to helping individuals and institutions reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
05/13/2020 - Present
Morgan Stanley (Hunt Valley MD)
MD
02/02/2012 - 05/19/2020
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
05/13/1997 - 02/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NA
05/08/1985 - 05/19/1997
ALEX. BROWN & SONS INCORPORATED
NA
12/21/1982 - 06/13/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1983
Series 5 - Interest Rate Options Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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