Unclaimed
Michael Earl Bell is a financial advisor with over 40 years of experience in the industry. Michael is registered with Cetera Investment Advisers LLC. Michael has experience working in various financial services roles, including fixed insurance, real estate and financial advisory. Michael has worked with a variety of clients including high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Michael offers a variety of financial advisory services, including financial planning, portfolio management, selection of other advisors, and educational seminars.
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.
1
2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MURRAY UT)
AZ
05/22/1992 - 05/31/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
06/16/1983 - 06/02/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 6/4/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 1/10/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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