Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bell is a registered representative with Morgan Stanley, a firm based in Purchase, NY. Linda has over 28 years of experience in the financial industry. Prior to joining Morgan Stanley, Linda worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda holds a Series 66, Series 7 and SIE license. Linda specializes in providing investment advice to individuals, families, and businesses. Linda is also a registered investment advisor representative in Maryland and Texas.
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
02/24/2020 - Present
Morgan Stanley (Hunt Valley MD)
MD
02/02/2012 - 06/18/2019
UBS FINANCIAL SERVICES INC. (HUNT VALLEY MD)
MD
12/09/2005 - 02/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NY
10/30/1998 - 11/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
09/01/1997 - 11/06/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/08/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 11/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
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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