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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Diane s Bell is a financial advisor currently affiliated with Wells Fargo Clearing Services, LLC. She has been working in the financial services industry since 1998. Mary Diane s Bell is registered to offer advisory services in 24 states and holds multiple professional licenses including Series 7, Series 63, and Series 65. She specializes in providing financial planning and investment management services for individuals, businesses, and institutional clients. Her experience and expertise have helped her build a successful career in the financial services industry. Mary Diane s Bell's previous experience includes positions at Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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
KY
09/20/2010 - Present
Wells Fargo Clearing Services, LLC (LOUISVILLE KY)
KY
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (LOUISVILLE KY)
KY
04/28/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOUISVILLE KY)
CT
08/28/1998 - 03/29/1999
ADVEST, INC. (HARTFORD CT)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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