Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bell is a financial professional with over 37 years of experience in the industry. Richard has a wide range of experience and holds both Series 63 and 65 securities licenses as well as the Series 7 and SIE exams. He is currently registered as a registered representative and investment advisor representative with Park Avenue Securities LLC, and has held previous registrations with firms such as Ameritas Investment Corp., MML Investors Services, Inc. and Connecticut Mutual Financial Services, Inc. Richard has experience in various areas including financial planning, portfolio management, and educational seminars. He is also a Certified Financial Planner. Richard is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CO
06/18/2015 - Present
Park Avenue Securities LLC (WINDSOR CO)
NE
07/01/2004 - 03/22/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
11/02/1989 - 07/01/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
04/03/1989 - 11/07/1989
DECADE SECURITIES CORP. (BROOKFIELD WI)
NA
05/06/1986 - 08/12/1987
GULLEDGE SECURITIES CORPORATION
NA
10/26/1984 - 01/27/1986
TECHNICAL EQUITIES FINANCIAL SERVICES, INC.
NA
07/09/1984 - 10/29/1984
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
07/22/1982 - 09/23/1983
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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