Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Aaron Bell is an investment advisor representative with Morgan Stanley. Marshall has been in the financial services industry since August 1968. Marshall has been registered with Morgan Stanley since June 2009, and previously worked for Citicorp Global Markets Inc. Marshall is registered in 26 states and has a variety of licenses, including Series 7, 9, 10, 24, 53, 63, and 65. Marshall holds principal licenses and specializes in various financial services including financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies.
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
MI
04/16/2014 - Present
Morgan Stanley (Bloomfield Hills MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/28/1968 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/30/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 05/16/1983
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 08/22/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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