Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Bell is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Next Financial Group, Inc., and holds Series 63, Series 66 and Series 7 licenses, as well as the SIE exam. Michael is also a Certified Financial Planner and has worked with various financial institutions over the years including Sentra Securities Corporation, United Pacific Securities, Inc., FSC Securities Corporation, Andover Securities, Inc. and SunAmerica Securities, Inc. Michael provides financial planning, pension consulting, educational seminars, and portfolio management services to 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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
08/01/2013 - Present
Next Financial Group, Inc. (TALLAHASSEE FL)
AZ
11/16/1998 - 01/21/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
01/23/1996 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
GA
01/01/1996 - 01/24/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
08/10/1994 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
AZ
11/30/1993 - 08/08/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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