Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nyisha? Claim Your ProfileNyisha Patrice Bell is a financial advisor at LPL Financial LLC, with a branch office located in Sacramento, CA. Nyisha has been working in the financial industry since January 2015. Nyisha holds multiple licenses, including Series 7, Series 63, Series 66, Series 9, and Series 10. Nyisha has previously worked at Edward Jones, Wells Fargo Clearing Services, LLC, and Principal Securities, Inc. Nyisha provides financial planning, portfolio management, and other advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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CA
04/25/2024 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
01/11/2021 - 04/05/2024
WELLS FARGO CLEARING SERVICES, LLC (STOCKTON CA)
CA
02/27/2020 - 11/10/2020
PRINCIPAL SECURITIES, INC. (ELK GROVE CA)
CA
11/01/2018 - 03/18/2020
EDWARD JONES (STOCKTON CA)
CA
08/03/2018 - 11/01/2018
WELLS FARGO CLEARING SERVICES, LLC (LIVERMORE CA)
CA
10/20/2014 - 08/08/2018
EDWARD JONES (TRACY CA)
BOTH
Issued 11/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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