Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Michael Bell is a financial advisor with over 29 years of experience in the financial services industry. Louis Bell is currently registered with New Edge Wealth, LLC, a registered investment advisor firm, and holds Series 7, Series 31, Series 63 and Series 65 licenses. Louis Bell previously worked for UBS Financial Services Inc., J.P. Morgan Securities LLC, Wachovia Securities, LLC and Prudential Securities Incorporated. Louis Bell offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors to his clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/29/2022 - Present
NEW Edge Wealth (Stamford CT)
NY
09/19/2013 - 05/12/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/29/2004 - 10/16/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
MO
07/01/2003 - 11/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/04/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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