Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bryan Bell is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with First Horizon Advisors, Inc., and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Robert is also a registered investment advisor in Tennessee and Texas. Prior to joining First Horizon Advisors, Inc., Robert worked at Capital Analysts, Incorporated. Robert holds the Series 6, 7, 24, 63, and 66 licenses and the SIE exam.
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.
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2
TN
11/17/2016 - Present
First Horizon Advisors, Inc. (Brentwood TN)
OH
05/14/1998 - 08/02/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 02/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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